The Merge Lead action helps you to avoid creating duplicate leads.
Prerequisites
The Merge Leads action must be preceded by an If Lead Exists condition, and must follow the Yes path under the condition.
Set Up Merge Leads
Click the Yes path icon under the If Lead Exists condition, click Lead Actions, then click Merge Lead.
In the configurations pop-up, select the appropriate Parent Lead and Merge by options. Since the lead will be merged in our system, you can additionally use the Add Webhook option, to post the lead data to a URL.
Attribute | Description |
Parent Lead |
|
Merge By |
Hover your cursor over the |
To learn more about automation features, see Automation Home.