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Companies with similar names in the CRM/ATS
Companies with similar names in the CRM/ATS

This article lets you know how to avoid adding contacts to the wrong companies in your CRM and what to do if you get the warning.

Tim Hogwood avatar
Written by Tim Hogwood
Updated over a week ago

Why are you getting a warning when trying to add someone as a contact or to a campaign?

When adding a contact into SourceWhale and syncing the contact into your CRM, you may have noticed a warning pops up in the chrome extension:

This is to let you know when we've detected duplicate or closely matching companies in your CRM/ATS and want confirmation on which company to map this contact to.

If there are multiple companies with the same or very similar name in your CRM/ATS and you haven't doubled checked this and selected the right company you will get this warning. This helps SourceWhale avoid duplicating companies in your CRM/ATS (e.g. you already have a company called SourceWhale UK and SourceWhale Europe in CRM/ATS, its asking you whether it should assign that person to one of the existing companies or make a whole new SourceWhale company.)

What should you do when this happens?

Through the extension, you will have the option to either select the correct company onto which you want SourceWhale to map that contact to in your CRM/ATS, or create a new company.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! ๐Ÿ’ฌ

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