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Playbooks · 4 min read

Dedupe before delivery: keep the feed clean

Dirty data is not a cleaning problem. It is a delivery problem. Records should be deduped before they ever reach the CRM, and never after they land.

  1. 01

    Match on stable fields

    We match on the company number from the public record. It survives rebrands and trading-name changes. No fuzzy company-name guessing.

  2. 02

    Skip, don't merge

    You are never sent the same company twice. Check the rest against your CRM in Zapier or Make before it lands. Merging downstream is where duplicate hell starts.

  3. 03

    Say why

    Leads gives every email a status in plain words, including why anything was not sent. So "why didn't this come through?" always has an answer.

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Every figure is shown on screen. The company examples are made up.

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