Duplicate Opportunity Created for the Same Contact

Modified on Tue, 3 Mar at 5:06 PM

What you're seeing

A single contact appears as two separate opportunity cards on your pipeline board — for example, one person who bought a single class ticket now shows up as two separate opportunities, making it look like they made two purchases or two intake submissions.

Why this happens

Duplicate opportunities are most commonly caused by a contact submitting a form or booking twice (even accidentally), a webhook or integration firing twice for the same event, or an automation that creates a new opportunity every time a contact enters a certain stage — even if one already exists.

How to fix it

1Identify which opportunity is the duplicate
Open both opportunity cards. Compare the Created Date, the source (how the opportunity was created), and any associated form submissions. The earlier one is typically the original.
Opportunity Source Guide
- FORM— Opportunity was created because an opportunity field is present on a form.
- Blank or Specific Source— Opportunity was created through a workflow that has a "Create an Opportunity" step.
2Check the contact's activity log
Open the contact record and review the Activity tab. Check if there are two form submissions, two bookings, or two payment events occurring close together. This will reveal whether the duplication was triggered by the contact's own action or by a system trigger.
3Delete the duplicate
If one opportunity has no activity (no notes, no appointments, no associated events), it's safe to delete it. Open the duplicate card → click the three-dot menu → Delete Opportunity. Do NOT delete the one with activity history.
4Check your automation for a "Create an Opportunity" action
Go to Automation → Workflows. Search for any automation that includes 'Create Opportunity' as an action. If the trigger for that automation can fire multiple times for the same contact, it will create a new opportunity every time. Add a condition or filter to prevent it from running if an opportunity already exists.
5Check for duplicate form opportunity fields
Go to Sites → Forms and open the form linked to this contact. Check if the form has an Opportunity field added to it. If the form also triggers a workflow that includes a "Create Opportunity" step, the system will create two opportunities — one from the form field and one from the workflow. Remove the opportunity field from the form or remove the "Create Opportunity" step from the workflow, but not both.

How to prevent this

Any automation that creates opportunities should only be used if the form itself does not have an opportunity field. Review your purchase and form workflows to ensure they don't double-fire on fast repeat submissions.

When to contact support

If you're seeing large numbers of duplicates across many contacts simultaneously, this may indicate a misconfiguration. Contact support immediately with a screenshot of the affected pipeline and the time period when duplicates started appearing.