How to avoid duplicate contacts when submitting a form?

What is a Lead Collecting Form? #

A lead collecting form typically includes fields like:

• First Name
  
• Last Name
  
• Email
  
• Phone Number
  

You can also add custom fields as needed.
Each submission creates a new contact (lead) in your account.

Important: If a user submits the form multiple times, the system may create duplicate contacts.

How to Avoid Creating Duplicate Contacts #

Step 1: Create a Trigger #

• Navigate to Automation > Create New Trigger
  
• Choose Form Submission as the trigger event
  

Step 2: Add ‘Lookup Contact’ Step #

• Under CRM, add the Lookup Contact step

• Configure it using one or more fields such as:
  
  • Email
    
  • Phone Number
    

Note: Do not use Contact ID as a lookup field since it’s always unique.

• You can set multiple fields by clicking Add Field
  
• Choose whether all conditions must match or just one

Step 3: Finalize and Publish #

• Save your step settings
  
• Connect the steps in the automation
  
• Click Publish to activate the flow