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Lead and Contact Record Matching Not Working

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Posted on by CRM1324

I have set up matching for the lead and contact records. The only attribute I am matching is Email.

When a Contact or Lead is found in CRM to have the same email, I do not want a new record created.

This is not working because duplicate contacts and leads are still being created from event registration despite having the same email. On the Marketing form itself I have it set up as well but nothing

I have found two hidden fields that are blank. Should these not populate with the strategy records I have created for a Lead and a Contact?

Can anyone tell me what I am doing wrong?

Again

1. I have create two Form Matching Records. One for Lead one for Contact. Both use Email

2. Under Event Administration I have set it up for Contacts to match on email (not sure why I need both)

3. On a marketing form I select Event Matching to be Email. The two lookups in my screenshot are hidden fields (OOB) and do not populate. Not sure if they should populate.

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Leco Lv on at

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Hi partner,

You need to manually populate the match strategy you created. The two blank fields you mentioned above. Event matching here is not necessary.

and check here.

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CRM1324 5 on at

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The issue is that my Form Type is an Event Registration form. When you change the Type it hides those options

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Leco Lv on at

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Hi partner,

It appears that event registration forms can only use specific event matching strategies, contact and lead matching strategies are not supported.

Your Event Matching strategy field has a different value than mine, have you edited it? My default values are based on "first name, last name and email", I didn't make any changes to the active registration form, it works fine in my environment. I tried adding multiple accounts with the same criteria, but only one record was updated in the corresponding prospect.

(first name, last name, email ) The information is all the same.

please check the result: only one 666.

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