Preventing Duplicate Records in Zoho CRM with Smart Search Scripts

A smart record-checking system in Zoho CRM that prevents duplicate Contacts and Accounts by automatically searching based on mobile number or email during enquiry creation.

This Zoho CRM customization ensures data integrity by checking for existing Contacts or Accounts before allowing the creation of new records. Implemented using client scripts and Deluge functions, the system triggers upon user input in the Enquiry form. If a duplicate is detected based on mobile number or email, the user is notified instantly and can select the existing record. This process enhances lead management by linking enquiries to the right contacts without redundancy. The project is part of a broader CRM automation effort that includes SMS campaigns and deal automation.