Workflow Template

Merge Duplicate Contacts (Form Submit)

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

Merges duplicate contacts based on a shared property when a form is submitted, keeping the oldest record.

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

Resets lead stage to "New" for previously disqualified leads with specific reasons when they submit a new form, with Telegram notification.

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