Prevent Duplicates in Contacts in Airtable with Charlie | Optimize IS⚡️

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In this video, Ben Green and Charlie Melendez demonstrate how to prevent duplicate contacts in Airtable by utilizing automations and formulas. If you've ever struggled with managing duplicate records when syncing data from different sources, this tutorial is for you!

Ben and Charlie walk you through the process of setting up an "Emails" table that links to your existing contacts and interactions. They show you how to create an automation that ensures new entries do not duplicate existing records, effectively managing contacts coming from multiple interactions. You'll also learn to use Airtable formulas like LOWER, TRIM, and SUBSTITUTE to normalize email data and prevent variations from creating unintended duplicates.

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Key takeaways from this video:

➡ Setting up an Airtable automation to prevent duplicates in contacts
➡ Using formulas to clean and normalize email data for better accuracy
➡ Linking interactions to contacts and companies while avoiding duplicate entries
➡ Understanding how to handle data variations like spaces and different capitalizations

By the end of the video, you will know how to manage your contact list in Airtable more efficiently and prevent duplicates from clogging your workflow. For the next step in this series, check out the video linked in the end screen to learn how to create unique companies from these contacts!