Duplicate Contact Alerts
E
Eric Ferguson
It would be extremely helpful if GHL alerted the user when they create a contact record that is already in the system.. OR when they schedule an appointment using contact information that overwrites another contact record.
For example - I have sales representatives that will often add the wrong contact information to the phone number field when they schedule a meeting. When they do so, the meeting gets scheduled with another contact. Ergo, the contact that the meeting was supposed to be scheduled for never gets called.. and it's a missed meeting.
If a feature, even a confirmation pop-up, existed that showed the sales rep which contact they were scheduling a meeting for.. it would cut down on missed appointments for everyone that uses this system.
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Sales & Marketing
Merged in a post:
🚨🚨🚨Meta Lead Form Field Mapping is Incomplete and Breaks CRM Data Structure
F
Frank Felix
The current field mapping under Meta integration is incomplete and limiting.
Right now, when configuring field mapping from Meta Lead Forms, the system only allows mapping into Contact fields.
Lead (Opportunity) fields and Custom Object fields are not available in the mapping interface.
However, this functionality already exists when creating forms directly inside HighLevel Ad Manager, where mapping is more flexible.
This creates an inconsistency in the platform.
Problem
Only Contact fields are available in Meta field mapping
Cannot map data into Opportunities (Leads)
Cannot map data into Custom Objects (e.g., Vehicle, Service Orders)
Impact
Data is forced into incorrect fields
CRM structure breaks
Automations depending on Opportunities and Custom Objects fail
Requires manual fixes or external workarounds
Expected behavior
Field mapping in Meta integration should allow selecting:
Contact fields
Opportunity (Lead) fields
Custom Object fields
The behavior should match what is already possible inside HighLevel Ad Manager.
This is not a new feature.
This is a missing capability that already exists elsewhere in the platform and should be available in Meta field mapping.
K
Keith Besherse
There is now an alert banner. But it doesn't provide info about which field is a conflict. When creating a Contact, the duplicate contact warning doesn't inform the User which part of the data is duplicated. The contact is being correctly flagged as a duplicate. The problem is, the user doesn't know which part is duplicated. It would be very helpful to know whether the phone or email address is being flagged. (As humans we think name first, not email or phone # first, and we search by name.)
As an upgrade - if the first and last name combination already exists but with different contact info it would be nice to have a notification asking whether it is the same person and offering to add the new phone & email combination as additional items rather than creating a need for manual merge later.
Ticket: Duplicate contact #5182782
N
Nick James
vote for this here: https://ideas.gohighlevel.com/contacts/p/notification-of-duplicate-contact