Product Ideas

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Add support for contact/lead matching not only by email (for contacts with the same email address).

Part of the contacts in our CRM have the same email address (like partners in the same company with the same email address or some employees from the same company).

 

If I am using CD "form capture" or "form page", when someone posts a form (with the email address that exists elswhere with another contact in my CRM), CD will link automatically the posted form with the first contact (which is not always the same contact that filled this form).

It would be great if you would have an option in the form builder to choose the fields and the rules CD will use to identify the contact/lead.


E.g. In the form builder, I will have an option to choose these fields:

1. Email (must match)

2. First name (must match)

3. Cell phone number (optional match)

 

In this case if I have two contacts with the same email address, CD will do the following:

a. Find all the records with the same email address and the same first name.

b. If there is only one result – we will link the posted form to this record.

c. If there are two contacts with the same email address and the same first name – CD will check for the cell phone number and update only the contact that have this phone number.

 

  • Lior Peleg
  • Jul 28 2020
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  • Admin
    Noam Mahler commented
    23 Aug 10:14am

    We will try to include this feature in our roadmap for forms

  • +59