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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Detect duplicate lead ...
Customer experience | Sales, Customer Insights,...
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Detect duplicate lead and update lead using Web API

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Posted on by HGajjar 80

Hi

I have Web API which is create new lead from my contact form and live chat . Now how I can find some duplicate lead and merge them using Web API ? 

Thanks

Hemisha

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  • Suggested answer
    Shweta Profile Picture
    Shweta 18 on at

    Hi,

    To find and merge duplicate leads through your Web API, you'll typically need to:

    1. Search for Duplicates: Use API calls to check for existing leads based on criteria like email, phone number, or company name. CRM systems like Salesforce or HubSpot often have APIs for searching leads.

    2. Merge Duplicates: Once duplicates are identified, you can update one of the existing lead records, consolidating data from the others, and then delete the redundant leads via the API.

    Alternatively, for a more streamlined approach, consider using a lead distribution tool like LeadAngel which natively integrates with Dynamics 365 CRM or LeanData. These platforms offer built-in features like deduplication, automated lead routing, and merging capabilities, saving you the complexity of managing it manually via API.

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