How does Outreach prevent duplicate Prospects?

Applies To

• record import via CSV file

• Salesforce
• Microsoft Dynamics
• Outreach Users
• Outreach Admins

Answer

Outreach is designed to allow one Prospect record per unique email address. If a User attempts to create a new record in Outreach by importing a CSV file which contains duplicate email addresses, one record will import per email address, while the other records with the duplicate email addresses will use whichever method of handling duplicates the User has selected. This applies to both existing Prospects in the platform and Prospects who appear on a file multiple times.

Outreach uses email addresses as the primary method of identifying duplicate Prospects. If a Lead or Contact record in your CRM is synced to Outreach without an email address, duplicate records may be created.

For example: When a User converts a Lead into a Contact without an email address, a duplicate Prospect will be created in Outreach, as Outreach is unable to positively match the new contact, existing Lead, and Contact via email address.

Note: Other record types in Outreach (Accounts, Opportunities, Users) are deduped within Outreach via their Outreach ID.