Keep your pipeline clean with an AI agent that finds duplicate leads and accounts, merges them safely, and surfaces conflicting field values before they spread across your CRM.
What's Included
- Fuzzy match engine: Catches near-duplicates across name, email, domain, and phone, not just exact strings.
- Merge rules: Picks the most complete or most recent value when two records disagree.
- Conflict flagging: Routes ambiguous matches to a human before any merge happens.
- Audit log: Records every merge so RevOps can review and reverse changes.
How To Use
- Clone the agent and connect your CRM or upload a contact export.
- Set the fields the agent should match on and your merge priority.
- Run a dry pass to review proposed merges and conflicts.
- Approve the batch and let the agent keep records clean on a schedule.
Pair it with the AI Contact Enrichment Agent so you clean first, then enrich a deduplicated list. Browse more built-in tools in Taskade Agents.