CRM · Bitrix24 D7 · deduplication
CRM and lead/visit duplicates
Category: CRM / Bitrix24
Stack: Bitrix24 D7, REST, PHP, MySQL, cron, logs
Timeline: 1–2 weeks
Problem
Duplicate leads, deals and contacts; visits were lost; a lead was linked to the wrong deal; data was reconciled manually.
Constraints
Dirty phone numbers, different formats, spontaneous duplicates during parallel manager actions.
What I did
- Normalization of phones and key fields
- Finding a suitable existing lead before creating one
- Correct lead-to-deal linking
- Rule-based deduplication
- Protection against spontaneous duplicates
- Mobile visit forms
Architecture
Bitrix24 D7
→ Event handlers
→ Deduplication rules
→ SQL checks
→ Logs
Result
Managers stopped reconciling visits manually, the database was cleaned of duplicates.
What can be reused
Phone normalization
Lead search algorithm
Duplicate-protection rules
What was out of scope
- ✗Full CRM rework
- ✗Rewriting all business processes
- ✗Telephony setup
- ✗Fixing historical data for the whole period