Account-to-Account Deduplication
Taylor Jennings
Duplicate Account records in the CRM, often created during migrations or integration issues, cause routing and matching problems in Chili Piper. There's no way to identify or resolve duplicate Accounts from within the product.
Requested behavior: Provide tooling or logic within Chili Piper to detect duplicate Account records and either surface them for review or automatically merge them based on configurable matching criteria.
Why it matters: Duplicate Accounts cause records to route incorrectly or match to the wrong owner. Cleaning them up manually is error-prone and labor-intensive, especially after a CRM migration.
A
Andrew Bumgarner
I've had multiple customers and prospects request this!