ProspectingEnrichment

Salesforce duplicate merge

Finds lead records that point at the same person and drafts a merge the rep approves.

Part of Lead enrichment and hygiene

Tools

Salesforce, ZoomInfo, Apollo.io

Outcomes

No duplicate leads in the queue • Every merge reviewed first

Documentation

Instruction-ready detail below

When a new <in:spreadsheets>lead list</in:spreadsheets> lands, match names and domains against the CRM, list the likely <documents>duplicate pairs</documents> with their record IDs, and draft a <slack>merge note</slack> for me to approve.

Instruction file

When a new <in:spreadsheets>lead list</in:spreadsheets> lands, match names and domains against the CRM, list the likely <documents>duplicate pairs</documents> with their record IDs, and draft a <slack>merge note</slack> for me to approve.

Setup requirements

Tools

Salesforce, ZoomInfo, Apollo.io

Trigger

When a new lead is created in Salesforce

Setup time

20 minutes

Other automations in this workflow

Bounce list repair

Removes dead addresses from a sending list and returns the rows worth reviewing.

Missing email backfill

Finds leads with no work email and looks up a verified replacement before the list is used.

Related workflows

Account research briefs

Keep a one-page brief per target account: the people who matter, what changed there recently, and the reason to reach out this week.

Lead routing checks

Check each inbound lead's fields, territory, and open opportunities, then send it to one named owner with a response clock attached.

Buyer intent routing

Turn research activity and buying signals into one routed action with an owner and a date.

Fit scoring assistant

Score every account against the same written firmographic and intent criteria, so two reps reach the same answer about whether it is worth working.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download