Matching strategy - either update a contact or create a new lead

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Posted on by Megancs98

Hello,

Is it possible to set a matching strategy on a form that updates a contact if there is an existing contact with the same email address, and if there is not an exsisting contact then a lead will be created?. Also Is this available in either outbound or real time?

thanks!

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Leah Ju Microsoft Employee on at

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Matching strategy - either update a contact or create a new lead

Hi Partner,

This feature is available in either outbound or real time, but the settings are not in the same place.

OBM:

Go to Settings > Lead management > Form matching(outbound marketing)

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/mkt-settings-matching

RTM:

Go to Settings > Customer engagement > Form matching strategy

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-manage-forms#create-a-custom-matching-strategy

However, it can't create a new lead if there is not an exsisting contact, it only can create new contact.

--In a strategy, we can only select one target entity, either a contact or a lead, which is why it's not possible.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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Megancs98 78 on at

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Matching strategy - either update a contact or create a new lead

Thank you Leah. This was the answer I needed;
However, it can't create a new lead if there is not an exsisting contact, it only can create new contact.

--In a strategy, we can only select one target entity, either a contact or a lead, which is why it's not possible.

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