Hi,

I have a Business Process that creates Leads based on incoming mails. The scenario that creates a problem is- Person- X recommends person- Y and sends a recommendation mail. Now receiving this Mail the BP creates a new Lead. Meanwhile person-Y sends a mail describing His needs, following which the BP gets triggered and creates a new Lead for this mail. Currently both the mail refers to Person-Y, and 2 leads are created for Person-Y.  I need to avoid this duplicate Lead creation. I tried to use "Setup duplicate rules" option, but both mails have different names and email ID.

How to avoid this duplicates Lead creation?

 

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Hello Angel,

It is difficult to give an exact answer, but you can try the following approach.

Try to add a search for similar leads to the process of creating leads from the business process.

You can add conditional flows that will check duplicates in the system under certain conditions and direct the process to the appropriate branch.

Best regards,
Bogdan

Bogdan,

 yes we have planned to use conditional flows to check the lead email Id if it is same merge the records or kept them as it is. Thank you Bogdan

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Dear Community,

 

I am sure that adding a duplicate search rule is as simple as clicking on the "new" button. The thing is that this button is gone... Does anyone else know what the cause of this is?

Is the feature disabled?

Is there a specific permission?

Is there a max of rules?

This is how my page looks like:

https://prnt.sc/xyxe6d

 

 

Kind regards,

Yosef

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Dear Yosef, 

The behavior you have described looks like you are using an old duplicate search mechanism on that website which doesn't allow you to create your own custom DS rules. 

Please contact our support team at support@creatio.com so we could enable/provide you with instructions on how to enable the ElasticSearch duplicate search tool. 

Kind regards,
Roman

Dear Yosef, 

The behavior you have described looks like you are using an old duplicate search mechanism on that website which doesn't allow you to create your own custom DS rules. 

Please contact our support team at support@creatio.com so we could enable/provide you with instructions on how to enable the ElasticSearch duplicate search tool. 

Kind regards,
Roman

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Question

Is there any API for merging objects from a remote service?

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Dear Van Ly,

 

You can use OData 4 to UPSERT data (update the record if exists and insert if not exists). Just execute PATCH request and specify record Id. You can find more details on OData v4 here: https://documenter.getpostman.com/view/10204500/SztHX5Qb?version=latest#837e4578-4a8c-4637-97d4-657079f12fe0

 

Best regards,
Angela

Angela Reyes,

What you mentioned is for inserting/updating object. Merging is quite different as it will also update all references to the merged object, and then remove duplicated object.

Van Ly,

Unfortunately, we do not have any examples of how this can be done via API. You may use this add-on instead or run it via API: 

https://marketplace.creatio.com/app/automatic-duplicates-merge

 

Best regards,
Angela

Angela Reyes,

Hi,

I see this add-on is just for merging contacts, is there anything for accounts?

Chani Karel, 

Unfortunately, there are no add-on's for automatic merging or records in Account section at the moment. Instead, you can file a request to our support for development consultation to create such functionality on your site. 

Best Regards, 
Yurii

Yurii Sokil,

What about contacts? I see now that the link that's here above 

https://marketplace.creatio.com/app/automatic-duplicates-merge

is no longer accessible. I get 'You are not authorized to access this page.'.

Is that only me or that add-on is no longer exist? 

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