I’m facing an issue I’m not finding a way to solve… When contacts are synced from email, I want them to create/link to a “company” using their email domain, matching to company domain. The problem is when syncing an email, it may create multiple contacts at the same time, and then the automation ha…

Any ideas for a current solution? I’m not even sure if the upsert will work as it runs in bulk…

When upsert runs for a batch, you can choose the desired behaviour, if/when there are duplicates within the batch.

Will try this with scripting on Monday. I’ll update here. Thanks Chris!

Solved with scripting! Here’s how: All actions in no-code scripts are in a loop to run for each entity in the batch. In scripting, you can script for something to happen once outside of the loop. So before anything else, it checks what companies need to be created and creates those. Then there’s a…

"Add or create" when in import/sync in bulk

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Chr1sG September 20, 2025, 12:31pm 2

It’ll possibly be solvable when the ‘upsert’ (create-or-update) functionality has been rolled out to all relevant services.

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"Add or create" when in import/sync in bulk

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