Infusionsoft Cookbook – Chapter 8.8 – Checking For Duplicate Contact Records

Ideally, every human will only have one contact record in the database. In the real world, this doesn’t always happen. This can lead to strange experiences such as an existing customer receiving a promotion for a product they have already purchased. Needless to say, this doesn’t enhance customer experience.

Fortunately, Infusionsoft has a built-in function to check for duplicate contact records.

By Paul Sokol

Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.