Explained: The snapADDY Duplicate Check for your CRM

The meaning of the traffic light symbol in DataQuality

The smart application snapADDY DataQuality uses artificial intelligence to detect phonetic similarities or commonalities of data records in your CRM.

Using a traffic light system, you can see whether a data record already exists in the CRM, update or add the corresponding data, or merge two data records together. In this way, you ensure that all data is up-to-date, complete, but not duplicated in your CRM.

The fields that are included in the default duplicate check can differ, depending on the CRM system you are using. Generally speaking we support a duplicate check for the main entities in the common CRM systems such as Lead, Contact and Account.

Which fields are included in the default duplicate check?

• Lead/Contact: first name, last name, email address

• Account/Organisation: company name, website domain

How to interpret the traffic light symbol in DataQuality? 

When you search for a new contact in DataQuality, you'll see colored dots next to each contact person. These dots indicate the status of the corresponding entity within your CRM system. For instance, in the example provided, there are three dots representing the lead, contact, and account entities in Salesforce.

• 🔴 Red dot: Lead, Contact or Account already exist
• 🟢 Green dot: there were no duplicates found in CRM system 
• 🟡 Yellow dot: there may be a potential duplicate record for this entity, so it is important to verify whether the record actually exists.
• ⚪ Grey dot: the duplicate check is currently in process. If this status continues, please verify your CRM connection.

Is it possible to adapt the duplicate check rules?

The integrated duplicate check can be individually adapted to your own search and evaluation criteria or user-defined entities. If you want to have a custom duplicate check for your CRM, please contact us at support@snapaddy.com or via your Customer Success Manager.