Table of Contents
Steps to remove duplicate contacts #
Start building an automation flow #
Add the ‘Lookup Contact’ step #
Please, add the ‘Lookup Contact’ step under the ‘CRM’ section to your flow.
Configure the step #
You can use various contact fields for the lookup condition
You can set multiple fields as conditions by clicking the ‘Add Field’ icon
💡 Please, don’t use ‘Contact ID’ as the lookup option. This field is always unique for each contact.
You can set the relation between conditions
Set action field’s value #
For the dropdown ‘Action to take when Contact Matched’, please select the value ‘Delete existing older contact and keep the newest contact’
Save the settings. Please connect all the steps, and publish the flow
