How to manage recurring duplicates from integrations with the right match logic and automation.

Learn how to merge CRM records safely by protecting context, applying field-level rules, validating results before automation, and using backups or history logs to avoid losing valuable data.

This guide explains how to identify CRM duplicates by using reliable fields, applying match options like exact or fuzzy, testing logic to avoid errors, and saving setups as Search Pads for repeat use.