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How Does FreJun Handle Duplicate Phone Numbers Across Multiple Pipedrive Records?

When the same phone number appears in multiple Pipedrive records (like deals, leads, and person records), FreJun uses a clear prioritization logic to decide where to log the call. It first associates the call with an active deal, then with a lead, and finally with the person record only if no relevant deal or lead exists. This ensures that call logs are always attached to the most contextually relevant Pipedrive entity, keeping your CRM data clean and actionable.

FreJun uses a prioritization logic to associate the call with the most relevant entity:

  1. Active deals
  2. Leads
  3. Person (if no deals or leads apply)

This ensures logs are attached to the most contextually relevant record.

 

For more Queries, reach out to us at support@frejun.com or Live chat support through your FreJun Account.

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