How to set a certain field (e.g. email within Contacts and website within Company database) as a key field for identifying an existing contact and avoid creating duplicated customer register?
Is it possible to automate an ongoind dedupe routine?
regards
Hi,
See if this article helps you. despite being for cards, it can be applied to database fields
https://help.pipefy.com/en/articles/6492517-how-to-avoid-duplicated-cards
Thank you, Marcos.
By doing this, I will get an error message if trying to register a new contact with that unique value, or will Pipefy automatically merge/identify the existing one and sync it to the desired card?
Yes, you will receive a standard system message, but unfortunately this message is not yet customizable
You can have a key value to prevent creation of dupes as marcosmelo described; an automated dedupe routine in turn would have to be implemented using external tools, such as using the GraphQL API of Pipefy.
I guess there are too many decisions, e.g. associated with how to merge other data, for Pipefy to actually implement such a routine on their side, so you probably don’t have to fear that time invested into GraphQL implementation would be wasted due to new Pipefy features.
Hi
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