How do I sync my field-service software with a marketing CRM without creating duplicate contacts?

Pick one system as the source of truth for customer records, usually the field-service platform, and let the marketing CRM mirror it rather than the other way around. Match records on phone number first and email second, since homeowners change email addresses far more often than cell numbers.

Use a native integration or middleware such as Zapier or Make, set the sync to update on match instead of create, and normalize phone formatting on both sides before you switch it on. Run a one-time dedupe of the existing list, then audit the sync weekly for the first month.

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