Remove Duplicate Records from Salesforce or HubSpot

Keeping your Salesforce CRM system without duplicate records is an important step to improve your revenue operations data hygiene. This workflow template helps remove duplicate records from Salesforce or any other CRM.

Finding and Deleting Duplicates

Default looks for duplicates in leads, contacts, and accounts. If it finds a duplicate, it quickly checks if that particular CRM object has been active. If not, the double is removed to keep your CRM data clean and reliable.

Notifications for Admins

Once a duplicate is found and removed, an admin is quickly informed. This immediate update makes sure that your team always knows the state of the data and can act, if needed.