You can automatically remove duplicate contacts using an automation flow. This works by identifying contacts with matching information and keeping only the newest one.
To remove duplicate contacts:
- Go to Automation > Create Automation.
- Add the ‘Lookup Contact’ step from the CRM section.
- In the step settings, choose which field(s) to use for identifying duplicates (e.g. Email, Phone).
- Click ‘Add Field’ to include multiple conditions.
- Avoid using Contact ID as the lookup option , as it’s always unique for each contact.
- Under Action to take when Contact Matched, select:
- “Delete existing older contact and keep the newest contact”.
- Save the step, connect all parts of the flow, and publish it.
- Add all contacts to this flow to clean up duplicates.