Automation glossary

Deduplication

Deduplication is the process of detecting and preventing multiple records or events that represent the same real-world item.

In plain language

It uses a stable identifier or defined matching rule to avoid repeated contacts, orders, messages, or workflow effects.

Example

Before creating a contact, a workflow searches for an existing record with the same normalized email address.

Idempotency · Trigger · CRM

Common misconception

Deduplication is not the same as deleting anything that looks similar; weak matching can incorrectly merge different people or events.

Implementation guidance

Choose a durable unique key, normalize inputs, use atomic upserts where possible, and send uncertain matches to review.

Primary references

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