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Sales & Marketing Automation

Duplicate Check

Improves lead quality and ensures more effective follow-up and enhanced customer experience.

Find, merge, and prevent duplicates in Salesforce so you can automate routing with confidence

Duplicate Check by Plauti for Salesforce helps you save time in daily operations and improve the experience for reps and customers. By preventing duplicate records in your CRM, you can route leads to the right rep every time, streamline your sales process, and accelerate pipeline velocity with Distro.

1. Find duplicates

Approximately 25% of your records are duplicates. Use Duplicate Check to find duplicates in any standard or custom Salesforce object. Duplicate Check also works cross-object. Our selection of matching types empowers you with both exact and fuzzy matching algorithms so you can scale with confidence.

2. Prevent duplicates

Once your Salesforce is clean, you don't want duplicates to return. Duplicate Check alerts your reps in real-time when they manually enter a record that already exists and checks all inserted records for duplicates. Duplicate Check directly merges or lists the dupe for manual verification instead of blocking the creation of a dupe. It works on all entry points: manual, import, API, web-to-lead.

3. Automate and save time

When records automatically enter Salesforce through a web to lead form or a marketing automation tool like Pardot or Marketo, Salesforce will get filled with duplicates without anyone realizing it. Use Duplicate Check's Direct Processing option to merge incoming duplicate records without user interaction or place them on a list for manual reviewing.

4. Clean your Salesforce

Run and schedule jobs to check your Salesforce database for duplicates. You have finely-grained control over how to process found dupes: merge them one by one, merge a selection, or automatically merge above a threshold you set.

How it works:

  • Install Duplicate Check by Plauti from the AppExchange
  • Schedule your onboarding with Plauti
  • Set up your rules & scenarios
  • Train users

Frequently asked questions

How does Chili Piper pricing work?

How do I cancel my Chili Piper subscription or trial?

How secure is Chili Piper?

The G2 + Chili Piper integration
is available to:
Form Concierge customers and G2 accounts on a paid plan

3 reasons

why you should get Form Concierge
on your G2 Profile:
Make G2 a revenue channel
60 million people check out software on G2 every year. That includes you and your competitors.
Connect prospects to sales reps in seconds
Your prospects can put time on your reps’ calendars, immediately after requesting a demo.
See value from day 1
Not only is implementation fast and easy, it will also have an immediate impact — watch your booked meeting rate increase immediately after launch.
See how it works
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Connect your Chili Piper account to your G2 Profile
Add a book a demo button to your G2 profile
Automatically schedule meetings and collect qualified leads

See how it works with Chili Piper

Get a demo today
What Form Concierge users are saying

Right after we implemented Chili Piper we saw a 50% lift in inbound meetings booked. We now see 5x as many meetings as we did before starting with Chili Piper and our revenue is around 300% - even with half the size of the sales team.

300% increase in revenue

Krishan Patel

VP of Growth @ Apollo

We were able to increase revenue by 10-15% just by optimizing our inbound process. Our approach really paid off because we optimized what we were already doing rather than going out and spending more money.

15% increase in revenue

Inwoo Song

Director of Growth  @ Workato

We've taken that whole 7-8 step demo scheduling process and turned it into a 2-3 step process. 70% of those that come in that are raising their hand are scheduling - that's a huge win for us.

70% conversion rate

TJ Nokleby

Director of Marketing @ Grow

With Chili Piper, we reduced our SDR meeting no show rate by over 50%, and increased our SQL rate by 33%.

50% increase in revenue

Zvi Storch

Acquisition Marketing Manager
@ LawGeex


Frequently asked questions

Am I eligible to use the G2 + Chili Piper integration?

Can I see how the integration works?

Can I track all data through my CRM?

Ready to light a fire under your SaaS?

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