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Andrey Borchik2018-08-05 21:17:18
CRM
Andrey Borchik, 2018-08-05 21:17:18

How to deal with duplicate deals in Amocrm?

There is amosrm. There are a lot of deals from different sites in it. Sometimes the same client leaves several applications. It can be one phone, or it can leave phones in different formats. There are duplicates.
What beautiful solutions to come up with?

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4 answer(s)
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Alexey Sklyarov, 2018-08-05
@0example

1. Check phones on the server. Bring them already there to the same type. As an option: use some plugin on the client that immediately adds a mask to the input. For example: jQuery Mask Plugin
2. In order to prevent clients from multiplying with each application, you need to check the phone number for availability in the database each time (there are functions in the API for this), then get the client ID by number and create an application for it in this case , if not found, then create a new client.
3. With mail in the same way, if a client is found by phone number, then the mail is simply added to the existing one.
In general, this should be enough. At least that's what I do and everything works fine.

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xmoonlight, 2018-08-05
@xmoonlight

Integrate fuzzy data aggregation.

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LeaderMaximum, 2018-08-07
@LiderMaximum

TIN let them write

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Anton Garin, 2018-08-28
@Anton_Garin

It's a pity. But there is no solution, they themselves suffered and AMO does not help in this

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