Mapping new leads/deals to existing organizations
Hi Community!
We want to have our web forms create a new deal, but not a new organization.
Right now, every new web form creates a new deal. (great!) BUT I don't want it to create a new organization if there is already one live! Is it possible to map this lead (create a look-up) and have them merged vs creating a new one?
EXAMPLE: Lead is Nike looking for more advertisement space. I want Nike to not duplicate as a new organization, but map to the existing one.
If there is any other way forward with this please advise!
Thanks in advance for the help!
Comments
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Hi @Haley Peloquin , happy to have you here!
Pipedrive has certain built-in rules that work in the background to avoid exactly that, which work with Leads, Deals, Contacts, imports and any manual data insertion made.
Learn what they are here: How does the Merge Duplicates feature identify duplicates in Pipedrive?
If this is not happening for you please reach out to our Support team and they will help you troubleshoot.
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