Identify duplicates between leads and contacts modules
- Identify the duplicate entries among customers and new inquiries
- Merge the duplicate entries
- Go to Setup > Developer Space > Functions.
- Write the below function in the Deluge Script Editor.relcont = zoho.crm.searchRecords("Contacts", "(Email:equals:" + email + ")");relcontsize = relcont.size();if (relcontsize>0){update = zoho.crm.updateRecord("Leads", leadid.toString(), {"Duplicate":true});}
- Click Edit Argument.
- Set the arguments to be used in the script.
- Click Save.
Module | Leads |
Rule Name | Duplicate check |
When to execute | Record action > Create |
Condition | All leads |
Actions | Functions > Duplicate |
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