Intelligent CRM Lead Processing & Deduplication
Cleans and validates every incoming lead, then matches it against both the qualified and unqualified sheets on name, email and phone, not a single field, before deciding whether to update, create, or move the record.
How it works
Problem. A single-field duplicate check let the same person enter the CRM three times under a typo'd email, and when a lead's qualification changed, the stale row stayed behind in the wrong sheet.
Solution. Matches on name, email and phone across both sheets, resolves each hit to a stable Lead ID, updates in place instead of appending, and moves the record between sheets when status changes.
The problem
Single-field duplicate checks let the same person enter the CRM three times under a typo'd email. Qualification changes left stale rows in the wrong sheet.
What it does
- Cleans and validates the submission, routing incomplete records to a manual review queue with an assigned employee.
- Multi-field duplicate detection across both the qualified and unqualified databases.
- Resolves matches against a stable Lead ID, then updates the existing record instead of appending a new one.
- Moves a lead between sheets when its qualification status changes, deleting the stale row.
- Sends the correct Gmail notification for each outcome: accepted, rejected, updated, or needs review.
Deliberate edge case
Conflicting email and phone matches route to a human rather than guessing. Next iteration adds structured logging and error handling.
