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Fix Duplicate Leads Using AI Automation

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect, you need to navigate to the Pabbly Connect website. If you are a new user, click on the ‘Sign up free’ button to create your account. Existing users can directly sign in to access their dashboard.

Once logged in, you will be directed to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your automation process. This is where you will build the integration that detects duplicate leads.

2. Setting Up the Webhook in Pabbly Connect

In this step, you will set up a webhook to capture data from your Google Form. Start by clicking on the ‘Add Trigger’ button in your workflow. Select the ‘Webhook’ application and choose the ‘Catch Hook’ event. This will generate a unique webhook URL.

Click on ‘Add Trigger’.
Select ‘Webhook’ as the application.
Choose ‘Catch Hook’ as the event.

Copy the generated webhook URL and paste it into the code of your website or form. This allows Pabbly Connect to receive data whenever a new lead is submitted via the form.

3. Checking for Duplicates in Google Sheets

Next, you will set up an action step to check Google Sheets for existing leads. Click on the plus button to add an action application and select ‘Google Sheets’. Choose the ‘Get Rows’ event to retrieve data from your sheet.

Connect your Google Sheets account and select the spreadsheet and sheet where your leads are stored. For the range, specify the columns you want to check for duplicate entries. This setup allows Pabbly Connect to compare incoming data against existing records.

4. Using OpenAI to Identify Duplicates

In this step, you will integrate OpenAI to analyze the data retrieved from Google Sheets. Select ‘OpenAI’ as the next action application and choose the ‘ChatGPT’ event. Create a connection using your OpenAI token.

Select ‘OpenAI’ as the application.
Choose ‘ChatGPT’ as the event.
Input your OpenAI token to create the connection.

Map the data from the previous steps into the prompt to instruct OpenAI to check for duplicates. This integration allows Pabbly Connect to automate the detection of duplicate leads effectively.

5. Updating Google Sheets Based on Duplicate Status

Finally, set up a router in Pabbly Connect to manage the workflow based on the duplicate status returned by OpenAI. If the status is ‘new’, add a new row in Google Sheets; if it’s ‘duplicate’, update the existing row.

For each condition, select ‘Google Sheets’ as your action application. Use ‘Add New Row’ for new leads and ‘Update Row’ for duplicates. Map the necessary fields accordingly, ensuring that Pabbly Connect updates your records accurately.

Conclusion

By following this guide, you can effectively set up a system using Pabbly Connect to automatically detect duplicate leads in your CRM. This integration with Google Sheets and OpenAI streamlines your lead management process and enhances data accuracy.