Automation Flow - How to avoid duplication

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

• You can also prevent duplicate opportunities directly through the CRM, check the step-by-step 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 configuration. Indicate the main segment.

3 - Click “Open Builder”.

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

In negative output, 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.