Consolidate duplicate leads after seasonal campaign bursts
Keep one trustworthy prospect record after rapid, forecast-driven list building creates duplicates across campaign windows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Merge Leads
Tool to merge multiple leads into a single lead. Use after confirming both source and destination lead IDs exist.
Why this helps
Seasonal outreach bursts can collect the same prospect from several location-based sources, splitting context and follow-up across duplicate leads.
- Consolidates fragmented prospect context after campaign bursts
- Reduces duplicate follow-up and list clutter
Setup
Build it in a few focused steps.
- 1Connect Stormglass io and Instantly to Notis once.
- 2Ask Notis to review the named seasonal campaign leads and merge only duplicates whose source and destination IDs are confirmed.
- 3Choose a weekly schedule and a channel where Notis should report proposed or completed merges.
- 4Test with two safe duplicate records and verify the surviving lead in Instantly.
Questions about this workflow
How does this avoid merging the wrong people?
The instruction should require confirmed source and destination lead IDs before Instantly performs a merge.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stormglass io to Instantly. A trigger fires from one place; an action lands in another.
Stormglass io triggers
Instantly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Stormglass io and Instantly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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