Infusionsoft Cookbook – Chapter 8.9 – Cleaning Up Duplicate Contact Records

The previous recipe will only return a list of contacts the system thinks may be duplicates. It is still necessary to merge any duplicate records found.

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.