What is the duplicate review module for?
The duplicate review module ensures your data quality by automatically detecting similar leads before import. No more duplicates cluttering your database. 🙌
At ZELIQ, we promote quality and efficiency. We want your work tools to be clean, without duplicates, and we definitely don't want to create duplicates in your ZELIQ workspace or your CRM!
Where to find the review module?
The module is available everywhere you import leads:
Enrichment Hub
Sequences
All leads
❌ Exception: It doesn't appear when you select "Contacts" as a source because these contacts are already in your workspace.
The review portal
Before accessing the detailed review interface, you go through a portal that summarizes your import status and gives you an overview of detected duplicates.
How does it work?
Import file
Start by importing your leads into the Enrichment Hub, Sequences, or All leads.
Automatic detection
When you import leads, ZELIQ compares each line with:
Your existing database
Your HubSpot CRM (if connected)
Archived leads
Leads you already imported/enriched through the Hub.
The review portal gives you instant clarity:
Ready to import (5) - Leads that will be added to your workspace once you validate the import
Potential duplicates (4) - Similar leads already in your database or CRM that need your decision to avoid creating duplicates
Safe to import (1) - Clean leads with zero duplicate risk that will be imported without any conflict.
This overview helps you understand exactly what's happening with your data before making any decisions.
Analysis criteria for contacts
Information analyzed to identify duplicates:
First and last names
Company
LinkedIn URL
Email
Phone number
If exact match on name + first name + company: 100% Match
Otherwise, the system also analyzes LinkedIn, email, and phone.
Intelligent scoring system
Display scale: 0% to 100%, in 5% increments
Quick interpretation:
90–100%: high probability of duplicate
60–89%: potential duplicate
0–59%: low probability
Detailed scoring for contacts
Full name + Company: +20 if match, −10 if no match
LinkedIn: +60 if match, −30 if no match
Email: +60 if match, −30 if no match
Phone: +60 if match, −30 if no match
Bonus: +20 if at least 2 criteria match
Examples:
Contact with name+company, LinkedIn, email, and phone matching: 100%
Contact with LinkedIn and email matching, but different name: ~65%
Detailed scoring for companies
Name: +20 if match, −10 if no match
LinkedIn: +60 if match, −30 if no match
Domain: +60 if match, −60 if no match
Bonus: +20 if at least 2 criteria match
Example: Company with domain + LinkedIn + name: 100%
The matching service
Once your file is pre-imported, you can choose to:
⚠️ Check detected similar prospects (1)
✅ Review leads ready to be imported (2)
Continue by automatically removing potential duplicates from your import (3)
⚠️ How to check detected similar prospects?
By clicking "Check detected similar prospects", you'll be redirected to this page 👇
On the left side of your screen (1), click on the first and last name of the prospect you want to import.
On the right, you must then choose to:
Create a new contact (2)
Or associate the contact from your file with the existing contact in ZELIQ (3)
Repeat this process for each potential duplicate! 🎉
✅ How to review leads ready to be imported (2)
By clicking "Review leads ready to be imported", you'll be redirected to this page 👇
You can select the prospects you don't want to import and click "Delete", then click "Continue" to validate your import.
💡Tip: Whatever option you choose, you can always go back to the duplicate checking screen or the import screen.
Types of duplicates
Tag | Description |
In ZELIQ | Lead present in your workspace (All prospects or My prospects), not archived |
In HubSpot only | Lead excluded from ZELIQ via sync or not synced |
Archived | Archived lead in ZELIQ |
Previously imported | Previously imported lead |
Important rules
The module doesn't delete any data
⚠️ The review module doesn't delete ANY data and doesn't merge anything.
It allows users who want to import a contact that already exists in ZELIQ to avoid doing so by choosing the existing contact.
If you want to create the contact even though one or more similar contacts already exist in ZELIQ, you can do so. 👍
Complex case: contact AND company duplicate
If you have a potential duplicate on both contact and company (the most difficult screen), our recommendation: choose the 100% match.
No bulk matching
Bulk matching is not possible. If you have many leads that match, our recommendation: don't import the file.
Use cases - When the review module makes a difference
1. Preserve an ongoing deal
Situation: An SDR imports an account that an AE is currently signing in HubSpot. Before, they would launch parallel prospecting → contact duplicate, lost client.
👉 Solution: The system detects that the account is already being tracked in HubSpot with an active deal → the SDR knows not to prospect it.
2. Maintain a complete history
Situation: You re-import a lead already enriched 6 months ago. Before, you would create a duplicate and lose context.
👉 Solution: The system suggests linking your new import to the lead's history → continuity and better client knowledge.
3. Consistent multi-sources
Situation: An Ops imports leads from LinkedIn while a colleague has already integrated them from a CSV. Before, two different records would circulate.
👉 Solution: Both imports are intelligently merged → one enriched and reliable record.
4. Preserved commercial credibility
Situation: A Sales rep prospects without knowing their colleague has already contacted the same lead via an email sequence. Before, the client would receive two inconsistent messages.
👉 Solution: The system warns them during import and suggests avoiding redundant contact → credibility preserved.
Result: Clean data, consistent prospecting, and preserved commercial credibility.
👩🏼💻 For further information, please do not hesitate to contact us: