Duplicate contact finder: AI agent prompt

Clean your CRM by spotting duplicates and suggesting merges.

Curated by AgentPlaybook Real Estate · How we make and check prompts

SalesCRM hygieneintermediate

The prompt

Here is a CRM export (name, email, company, phone): [paste CSV]. Find likely duplicates (similar names, same domain, same phone), list them in pairs with a confidence level, and suggest which record to keep.

Open in ChatGPT Open in Claude Perplexity Download as agent skill (SKILL.md)

How to use it

Copy the prompt above.
Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.

Works with: ChatGPT, Claude, Gemini, Zapier, Make, n8n + an LLM

Real-world example: monday.com/blog/ai-agents/ai-agent-examples/

Featured in: AI agent prompts for Zapier, Make and n8n automations

Before you use it: what to check

Check yourself

Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.

Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.

</> Embed this prompt on your site

Paste this HTML into your blog or website. It's a plain card with no tracking scripts that links back to this prompt.

<blockquote style="border:1px solid #e4e4ee;border-left:4px solid #5b3fd9;border-radius:10px;padding:14px 16px;margin:16px 0;font-family:system-ui,sans-serif;max-width:640px"><p style="margin:0 0 6px;font-weight:700">Duplicate contact finder</p><p style="margin:0 0 10px;color:#5c6078;font-size:14px">Clean your CRM by spotting duplicates and suggesting merges.</p><a href="https://agentic-library.netlify.app/prompt/al-011-duplicate-contact-finder/?utm_source=embed&amp;utm_medium=referral&amp;utm_campaign=prompt_embed" style="color:#5b3fd9;font-weight:600">Get the free AI prompt on AgentPlaybook Real Estate →</a></blockquote>

Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.

Get the free Solo Founder Stack pack

32 copy-paste agent prompts (PDF) plus 5 new prompts every week.

Get it free

More Sales prompts

Keep CRM and prospect records continuously freshCRM hygiene · beginner Lead qualifierLead qualification · beginner Account research briefProspect research · beginner Call notes to follow-up emailFollow-up · beginner · worked example Lead enrichment + draft replyLead enrichment · intermediate Stale quote chaserQuote follow-up · beginner · worked example

See all Sales prompts →

Related prompts from other teams

Review collection & routingEcommerce · intermediate · worked example Missing-documents chaserOperations · intermediate Receipt photos to bookkeeping entriesFinance · beginner · worked example Spot product complaints hidden in collection callsCustomer Support · intermediate