General Training
Updates to CRM Deduplication Criteria
This article includes recent updates the Seamless.AI team has made to expand deduplication capabilities for various CRMs (Salesforce, HubSpot, etc.).
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Gettings Started
Changelog
- New contact CRM import flow with new deduplication capabilities
- New more robust deduplication modal
- New searching mechanisms for deduplication
Salesforce
Salesforce Object Search Language searching
- Better company and contact email/name matching (uses nicknames)
- Searches by name and email for Contacts/Leads at once
- Setup ground work for using user's Duplicate Rules to aid deduplication checking
HubSpot
- Better company and contact email/name matching (uses nicknames)
Outreach
- Better company and contact email/name matching (uses nicknames)
- New updated filtering syntax for Outreach used
MS Dynamics
- Better company and contact email/name matching (uses nicknames)
- Better usage of the API for better deduplication purposes
Other CRMs
- Combined account/company/lead deduplication for feature
- Fixed an issue with Salesloft contact account ID's not showing up (hidden bug)
General CRM Wide Updates
- Improved company name matching on insurance companies (e.g. State Farm vs State Farm Insurance vs State Farm Ins.)
- Improved performance of importing singular records
- Improved performance of import selected
- Improved performance of bulk importing (non Salesforce and Hubspot CRMs)
- Improved error handling on contact imports
- Overall major simplification of importing code/logic for contacts - single imports/import selected/bulk importing non-Salesforce and non-Hubspot CRMs
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