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.).

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

Related Articles:

• A Breakdown of Seamless.AI Key Features
• How to Use Outreach With Seamless.AI
• How to Use HubSpot With Seamless.AI
• How to Use Salesforce With Seamless.AI