Merge Contacts through API
J
James Campbell
I would like to be able to merge contacts through the API.
In HL, when you merge, you can select which of the records you want to use on the new merged record. The API could either send back a list of "pick a record" or select a default setting.
The default settings could be hierarchical. For instance, "first, pick the record that exists if the options are [record] or [null]." Second, if two records exist, "pick the newest record." For numbers, biggest, smallest, or average.
The use case here is that I have an AI messaging system set up that responds on the same channel a message came in from. If someone first uses SMS, then it creates a record. If later, they use a website chat widget or Facebook, a new record is created. If the system asks for their email/phone on the second record, but that email/phone already exists, the workflow breaks.
I need a way to merge those two records.
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