Find Duplicates in Leads / Contacts Module in Zoho CRM

Find Duplicates in Leads / Contacts Module in Zoho CRM

Here is our approach to find duplicate records based on it's email in the modules Leads and Contacts. It is searching the emails in the each record and insert the all duplicate records in the new module ( Duplicates in Leads & Contacts )

Approach

We can find duplicate records by using "Workflow Rules" and adding duplicated records into new module

Notes

To avoid duplication of records within a module set the field setting to "Do not allow duplicate values" in future
Replace correct API name for module fields present in the code snippet
After completing all steps create or edit a record for one time to execute the workflow to find duplicate values
Once you executed the workflow check newly created module for duplicated records
Here we use the Email ID from both "Contacts" and "Leads" modules to check the duplicated records
Deactivate your workflow after getting the duplicated records in the newly created module

1. Settings to not allow duplicates within a module

1.1 Go to "Setup" --->Tap on "Modules and Fields"

1.2 Select the module to edit

1.3 Choose the layout to edit

1.4 Tap on "..."--->Select "Do not allow duplicate values" and save it

2. Create New Module to add Duplicated records

2.1 Go to "Setup"--->Select "Modules and Fields"

2.2 Tap on "New Module"

2.3 Add necessary fields by drag and drop

2.4 Add a pick list and add "Contacts" and "Leads" modules name as option

3.Workflow for Finding Duplicated records across "Leads" and "Contacts"

3.1 Go to "Setup" ---> Select "Workflow Rules" from "Automation"

3.2 Tap on the button "Create Rule"

3.3 Fill up the mandatory fields

3.4 Select action to execute the workflow

3.5 Choose rule to apply for all entries

3.6 Select "Function" from "Instant Action"

3.7 Tap on "Write your own"

3.8 Fill up the mandatory fields

3.9 Copy paste the code here before saving and executing the custom function

Code Snippet

4 .Deactivate your Workflow after Execution

4.1 Tap on the button to deactivate the workflow

4.2 Tap on the button "Deactivate Now"