What strategies are available for recognizing identical contacts?

Jonas Hönge

Identical contact detection compares existing contacts with new ones, thus avoiding duplicates.

Available strategies

When creating a connection, an optional strategy for detecting identical contacts can be selected in the Advanced Settings:

Strategy for identifying identical contacts	Explanation
1 (Contacts are considered identical if the full name or email matches)	The default setting for all newly created connections. Contacts are recognized as identical if the full name or the email match. It is sufficient if one of the criteria matches.
2 (Contacts are considered identical if the full name and the email match)	Contacts are recognized as identical if the full name and the email match. Both criteria must match for contacts to be recognized as identical.

This feature is applied in the following scenarios:

Scenario	Status
Identical contacts in different sources are recognized and synchronized to the target as a single contact	✅
Identical contacts in the same source are recognized and synchronized to the target as a single contact	❌ (in planning, but duplicate detection based on completely identical contact fields is currently active)