You can automatically detect and merge duplicate contacts using Automation Flows.
- Go to Automation and create a new flow.
- (Optional) Add a trigger, like a form submission.
- Drag the “Lookup Contact” flow step onto the canvas.
- This step allows you to search for existing contacts using fields like: Email, Phone number, First name and last name (with AND/OR filters)
- Select the fields you want to match on (e.g., email or phone).
- Choose the action to take when a matching contact is found — typically, this means updating the existing record instead of creating a new one.
