Workflow Template

Merge Duplicate Contacts (Telegram)

Identifies and merges duplicate contacts based on matching Telegram IDs, preserving the oldest record as the primary.

Merges duplicate contacts based on known Telegram IDs, keeping the oldest record when duplicates are found.

Assigns a default owner and rotates contact ownership among team members when a contact submits a form without an existing owner.

Copies deal and ticket associations for contacts with a known phone number to maintain relationship integrity.

Automatically merges duplicate contacts when a form is submitted, using a shared property to identify matches and keeping the oldest record.