CRM Operations

Keap Data Cleanup: Duplicate Detection, Merging & Bulk Record Updates

Improved CRM reliability by cleaning Keap contact data - duplicates, merges, and controlled bulk updates.

Keap data cleanup tools for checking duplicates, viewing duplicate records, merging contacts, and reviewing imports.
Improved CRM reliability by cleaning Keap contact data - duplicates, merges, and controlled bulk updates.

Overview

Performed CRM data cleanup in Keap to improve segmentation accuracy and automation reliability. Includes duplicate detection, merge strategies, and safe bulk updates via import processes.

What I Did

  • Identified and handled duplicate contact records
  • Merged duplicates using the appropriate overwrite vs add-data approach
  • Supported bulk updates through controlled import workflows

Tools & Features

  • Keap Data Cleanup tools
  • Duplicate detection + merge workflows
  • Import review and rollback awareness

Tags

  • Keap
  • data cleanup
  • duplicate contacts
  • merge records
  • CSV import
  • CRM hygiene
  • segmentation

Hire me for Keap setup & automation

Need a reliable Keap system? I can clean up your data, rebuild automations, and deliver a checkout flow your team can trust.

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