Catches the same person entered as a Contact more than once. Unlike the Lead rule, first names are compared loosely here — so "Bob Smith" and "Robert Smith" can be recognized as the same person.
Duplicate Rule: Sweep Contact Dedupe Duplicate Rule (Sweep_Contact_Dedupe_Duplicate_Rule) on Contact Matching Rule: Sweep Contact Dedupe Matching Rule (Sweep_Contact_Dedupe_Matching_Rule)
# | Field | Matching method |
1 | Exact | |
2 | FirstName | Fuzzy: First Name |
3 | LastName | Exact |
4 | Title | Exact |
5 | Account | Fuzzy: Company Name |
6 | Phone | Exact |
7 | MailingStreet | Exact |
8 | MailingPostalCode | Exact |
9 | MailingCity | Exact |
Filter logic:
1 OR (2 AND 3 AND 4 AND 5) OR (2 AND 3 AND 6) OR (2 AND 3 AND 7 AND (5 OR 4 OR 8 OR 9))
The rule follows the same email-first philosophy as the Lead rule, with name-based fallbacks corroborated by title, account, phone, or mailing address details. In plain terms, two Contacts match if any of the following is true:
Same Email, or
Same First + Last Name + Title + Account, or
Same First + Last Name + Phone, or
Same First + Last Name + Mailing Street, plus at least one of: same Account, Title, Postal Code, or Mailing City