Deduplication based on Custom Fields
J
Jordan Tackman
For example, we use Podio as the company's main CRM, they have a Unique ID for all the contacts, itd be nice to have any CSV pushes/Webhook updates use the custom field to merge/update.
Now, let's say I import that same lead later on when I have their email.
This would not map to the contact, so it would therefore create a duplicate.
But, if I could have set the linkedin URL field as a unique identifier, I wouldn't have this problem!
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M
Mike Humphrey
I would like to see this for opportunities as well. We have a unique id, for all opportunities that is in a custom field. If we could upsert based on a custom field that would simplify the process.