Widget NOVA

Combining duplicates of a leads in Kommo

Automatic merging of duplicates of the lead. The widget merged duplicates of leads of one contact. As soon as a duplicate appears in the system, the widget combines the lead data. When combining in the final lead, all non-empty fields in doubles are filled in, if the same field is filled in doubles, a value is selected from the settings you selected.
In the settings, you can choose which way to combine the lead:
In the direction of the senior lead - all duplicates will be combined into a lead created earlier than others
Combining in order in the block - leads will be combined by priority in the block, the lower the priority.
Association Parameters
By which entity to combine
  • Primary contact (default)
  • Any contact in the lead
  • Company
  • Main Contact + Company
Which way to combine
  • In the direction of the senior lead, everything is combined into the senior one.
  • Priority in order in the block — lead are combined into the one that is lower in the list of selected stages/pipelines.
Association Blocks
  • The pooling is configured within the selected block (stages and pipelines).
  • Lead are not combined between blocks.
  • In the “Undecomposed” stage, merging is not performed.
This widget combines only leads for one contact/company. One contact/company is a contact/company with one ID
The ID can be viewed in the address bar when going to the contact/company.
Additional settings
  • The "Do not glue within a block" checkbox is used if you need to combine leads between stages, but not within one stage.
  • Field Settings — choose which fields to keep or replace when merging.
  • Creating a task after merging — you can set the task type and text.
  • Additional field matching check — the merge will occur only if the selected fields match (or if one of them is empty).
  • Save the creation date of the senior lead to see the full history of correspondence from the first lead.
Launching and managing a merger
  • Save — saves the settings.
  • Enable database processing first — it starts merging old duplicates. Then the pooling is performed automatically for new leads.
  • You can stop merging at any time.
Consultation
Install
Made on
Tilda