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Customer experience | Sales, Customer Insights,...
Suggested Answer

Lead Created for Each Event Results in Duplicate Leads

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Posted on by 20

I have it set so my event registrations create a lead. It is creating a lead and linking it to the contact, but as a result I have duplicate leads (linked to the same 1 contact) because they are attending multiple events. 

Is there a way to create a lead only if they are not already a lead with the associated contact? Or merge the leads nightly? 

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    You can create a flow to achieve this.

    1. Trigger the flow when a lead is created.
    2. Find the existing contact of the lead.
    3. List the related leads of the contact.
    4. If the count >1, delete the lead.

    So that there will not be duplicate leads.

  • ProjectService1 Profile Picture
    20 on at

    Hi Nya,

    Is there a way to add to the Flow to add the activity or merge records? For example if the second lead is created from an event creation, I would like to capture that data too.

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