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Duplicate Bot


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What is the Duplicate Bot?

The Duplicate Bot identifies duplicate contact records by the phone fields.

Infusionsoft already offers tools to identify duplicate contacts based off name, email, and phone 1, but this uses ALL the phone fields to find duplicate contacts and tags and marks them for manual merging

How is this different from the auto merge bot?

How Folks Are Using the Duplicate Bot

Merge Duplicate Contacts from Conversations

I use this bot for checking my contacts that are messaging in to my SMS conversations for duplicates then tagging them so that I can merge them together.


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