Preventing Duplicate Entries in Zendesk Sell
How can I prevent duplicate entries in Zendesk Sell?
To prevent duplicate entries in Zendesk Sell, you can set up a duplicate management strategy. This feature is available to Sell admins and can be configured in Settings > Data > Duplicate Management. It automatically identifies duplicates if records share the same name and either the same email or phone number.
This strategy is particularly useful when importing new CSV files or converting leads to contacts. However, it does not apply to data added via the API or third-party integrations. For more details on customizing your strategy, you can refer to the article on Managing duplication settings.
More related questions
What should I do if I find duplicates in my Zendesk Sell account?
If you find duplicates in your Zendesk Sell account, you can clean them up by merging leads, contacts, and deals. This process helps maintain a clean and organized database. To merge duplicates, you can follow the guidelines provided in the article…
Does Zendesk Sell's duplicate management work with API data?
Zendesk Sell's duplicate management does not apply to data added via the API or third-party integrations. It only works for data imported through CSV files or when converting leads to contacts. If you're using the API or third-party tools to add…
Where can I configure duplicate management settings in Zendesk Sell?
You can configure duplicate management settings in Zendesk Sell by navigating to Settings > Data > Duplicate Management. This is where Sell admins can set up strategies to automatically identify and manage duplicate records. These settings help…
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