Leads and Contacts

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Hi just seeking some advice!

We are using the Marketing App, however we have discovered that to Market to a lead you need to have a related contact.

We have a number of Leads that dont have a related contact as we have moved our data across from Salesforce , however there might be a contact that has the same details as that lead so they are in fact related.

Just looking for the best way to find out how many Lead and Contacts share the same First name, last name and email address and the best way to link them back up.

Cheers

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Leads or Opportunities

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Ghufran 225 on at

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Hello,

Please refer to guidance provided here in public documentation on how to associate leads to existing contacts

Alternative to using workflows, you could use the CRM SDK i.e. APIs, to read Leads and Contact in the system , do a custom matching based on custom logic and then associate the relevant ids

Hope this helps.

Regards,

Ghufran

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