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Madz Code to Check if Lead Exist then Update Don't Duplicate
We are on Group Edition.
We have two forms a small one and a big one that being inserted through php Hook, and we keep getting duplicates which is driving us nuts.
Is there a way to just update the record that exists without creating a duplicate.
Please advise.
Thank in advance.
Thanks
We have two forms a small one and a big one that being inserted through php Hook, and we keep getting duplicates which is driving us nuts.
Is there a way to just update the record that exists without creating a duplicate.
Please advise.
Thank in advance.
Thanks
Campaign Membership survives the merge process, e.g. if you have a Contact with one Campaign, a Lead with a different campaign, and another Lead with a different campaign... If you merge the two leads together there will now be one Lead with two Campaigns on it. If you then convert that Lead and join it to the existing Contact, now you'll have one Contact with three Campaigns on it.
Thanks to this I would encourage you to get a deduping system in place to check for dupes upon insert from Lists and web form submissions, that way if Steve Smith is already a Contact, the submissions won't create new duplicate Leads, they will append the existing Contact and append the Contact with the Campaign info so you can still track response/effectiveness. We use Ringlead for our webforms and list imports, as well as PeopleImport for large list imports (3000+ names).
And just a hint, we also have a workflow rule set to write the current Status to the Campaign Member record (e.g. Suspect, Prospect, Customer, etc) that way we can tell if someone was already a Customer/Prospect when they joined the campaign vs. a new person that the campaign helped nurture