Catch duplicate leads in your CRM automatically, even with typos

It compares each new lead against your existing records and flags likely duplicates, even with typos or spelling variations.

How the work actually flows

It branches. Exactly one path is taken; a person is alerted when a step fails.

Pattern: Sequence (1) · Exclusive Choice (4)

flowchart TD trig>"new lead submitted"]:::trig s0["extract company name"]:::task s1["compare against existing customers"]:::task trig --> s0 s0 --> s1 gx{"× how strong is the match"}:::gate s1 --> gx p00["link to existing account"]:::task gx -->|"Close match"| p00 p10["send to Slack for review"]:::task gx -->|"Uncertain match"| p10 p20["add new company record"]:::task gx -->|"No match"| p20 p00 --> out p10 --> out p20 --> out out[/"CRM kept free of duplicates"/]:::out pay{{"manual duplicate cleanup avoided"}}:::pay out --> pay esc(("Alerts a person")):::human s1 -. "if it fails" .-> esc esc -.-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA personOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineSpreadsheet & Database OpsAPI & Webhook Integration
Connects
Google SheetsSlack
Featured in

The problem it solves

Your CRM slowly fills up with duplicate companies because leads come in with slightly different spellings, abbreviations, or typos. Cleaning it up later means hours of manual comparison, and by then bad data has already caused mixed-up deals or missed follow-ups.

Who it fits

Sales operations teams and CRM managers who need to keep incoming leads clean without reviewing every single one by hand.

How it works

  1. A new lead comes in through a form or system
  2. The system compares the company name against your existing customer list, allowing for typos and variations
  3. Close matches are automatically linked to the existing account
  4. Uncertain matches are sent to your team on Slack for a quick human check
  5. New companies with no match are added to your database automatically
What you get

Clean matches linked without you lifting a finger

New leads get checked against your existing records automatically, with only the uncertain matches sent to your team for a quick look.

What you get

A CRM kept free of duplicate records, with uncertain matches flagged for a human decision.

What you need

A Google Sheets account (or CRM) and a Slack workspace for review alerts.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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