Automation Flow - How to Avoid Duplicates

In the Automation Flow, it is possible to create an automation that prevents duplicate opportunity creation.

• You can also avoid duplicate opportunities directly in the CRM, check the step-by-step guide here.

In the following example, we used segments, but you can also use tags, if applicable.

• To learn how to create segments, click here.

• To learn how to create tags, click here.

1 - Go to Automation Flow, click +New, and add a Name.

2 - Select “Allow leads to restart the flow” YES, and “Published” at the end of the setup. Indicate the main segment.

3 - Click “Open Builder”.

Add the block of Condition: “Does the lead have an opportunity?” >> The lead does NOT have an opportunity. In the positive path of this first block, we will add one more Action: “Create opportunity >> Configure the opportunity as shown in the demonstration below:

In negative path, then add the action “Notify an employee” >> Select an employee to be notified, in the case of leads that ALREADY HAVE opportunities. Save the automation.