duplicate leads marking new or existing?

Options
Shubhi Joshi
Shubhi Joshi Member Posts: 10
edited July 2022 in Sales CRM #1

What we can do to highlight the leads or inquiry by system automatically and mark as new or existing.

 

is there any automation or system that can set up so when ever the leads come from a website or API and it's an existing client system can mark as existing. 

 

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited June 2021 #2
    Options

    You would need to use some sort of third-party de-duping tool to achieve this.

    Any records submit through website forms, or API all go into pipedrive without it stopping.

    Even if it picks up that it's a duplicate, it will let it into the system and then tell you there is a duplicate.

This discussion has been closed.