How do I configure doublet detection?

Modified on Wed, 6 May at 7:16 AM

How do I configure doublet detection?

Doublet detection identifies duplicate leads automatically and can trigger status changes or field updates when a duplicate is found — keeping your lead list clean without manual review.

TL;DR

Access: Campaign settings → Doublets. Select fields to compare (email, phone, custom fields) + matching logic (any one / all must match) + time window. Set automatic actions: status/select field on the new doublet lead, and/or status/select field on the existing lead being duplicated. Exclude specific statuses from detection. Enable warn on lead profile for visual indicator. Start lenient, tune based on false positives.

4 things to configure

Detection fields and matching logic

Choose which fields to compare (e.g. email, phone, custom fields) and how strictly they must match: Any one field — a doublet if at least one field matches (broad, catches more duplicates). All fields — only a doublet if every selected field matches (strict, fewer false positives). Optionally add select fields as extra constraints (only doublet if select field also matches). Start with email + "any one" as a reliable default.

Time window and exclusions

Set Doublets must be created within to limit the age of leads compared: 1 min / 5 min / 60 min / 24 h / 7 days / 30 days / 3–12 months / no requirement. Shorter windows improve performance on large campaigns. Use Do not warn about doublets with these statuses to suppress detection for closed leads (e.g. "Won", "Not relevant") — prevents false alarms on intentional re-entries from existing customers.

Automatic actions on detection

Set automatic actions for when a doublet is found. For the new (incoming) lead: set status (e.g. "Possible doublet") and/or set a select field value. For the existing lead being duplicated: set status and/or set a select field — useful to flag the original lead for follow-up. These actions run without any manual intervention the moment a doublet is created.

Profile page warning

Enable Warn about doublets on the lead profile page to show a visible banner on any lead that is detected as a doublet. The banner shows which fields matched and links to the related leads. Useful for sales teams who need to know a customer has submitted multiple times before calling.