Deduplicating leads and contacts as one is not possible using native Salesforce features.
But there are many situations where companies may not want there to be duplicate leads and contacts to avoid contacting them multiple times or missing valuable context in the communications that you do have.
Insycle allows you to deduplicate across Salesforce leads and contacts simply.
How It Works
Deduplicating Salesforce leads and contacts together is easy with Insycle.
By clicking a checkbox option, Insycle allows you to identify and merge Salesforce leads together.
Overview
First, you filter your data down to the leads that you would like to deduplicate, using rules. Then, you tell Insycle to link the records. To include both leads and contacts, all you have to do is check a checkbox.
To begin, follow the standard deduplication procedures. In Step 1, select "Include Leads."
To learn more, see Bulk Merge Duplicate People, Companies.
Step 1: Include Leads
With the Merge Duplicates module, you can deduplicate across both Leads and Contacts in Salesforce.
Open the Merge Duplicates module, and pick the "Contacts" record type.
Then, in Step 1, select the "Include Leads" checkbox.
With that box checked, Insycle will match duplicate leads and contacts, and allow you to merge both down into one singular record.
How Does the Merge Work for Leads & Contacts?
Insycle uses the Salesforce Convert APEX API to convert the Leads to Contacts.
This differs from merging leads into leads or contacts into contacts, where Insycle uses the APEX merge API.
Preview Changes Before They Go Live
You can preview the changes that you are making to your data before those changes are pushed to your live database. When you run select modules in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.
Automation
You can set up ongoing data maintenance automation with Insycle on the module level, or using Recipes.
Audit Trail and History
The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.
Additional Resources
Related Blog Articles
- Hidden Duplicates: 11 Advanced Ways to Identify & Deduplicate Customer Data
- Why HubSpot Duplicate Contacts are Hurting Your Marketing Team and Straining Your Budget
- Salesforce Duplicate Management: How to Automate Salesforce Deduplication
- Data Duplication and HubSpot: Dealing With Duplicates and the Impact They Have on Your Business
Related Help Articles
- Bulk Merge Duplicate People, Companies
- Deduplicate HubSpot Companies and Salesforce Accounts
- Customize Bulk Deduplication Using Exclusions and Pre-Defined Masters
Additional Resources