Lead Automation Actions – Merge Leads

| by Vir Singh

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 expand path under the condition.

 

Set Up Merge Leads

Click the Yes expand path icon under the If Lead Exists condition, click Lead Actions, then click Merge Lead.

Merge Lead action

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.

merge lead popup

AttributeDescription
Parent Lead
  • Lead identified by If Exists – The lead matching the criteria set in the If Lead Exists condition will become the parent lead. The lead triggering the automation will become the child lead. The child lead will be merged into or overwritten by the parent lead.
  • Lead triggering the automation – The lead triggering the automation will become the parent lead. The lead matching the criteria set in the If Lead Exists condition will become the child lead. The child lead will be merged into or overwritten by the parent lead.
Merge By
  • Overwriting – The parent field will be overwritten by the child field. You may choose to overwrite only empty fields or select the fields you want to overwrite
  • Appending – The child field will be appended to the parent field.

Hover your cursor over theinformation icon icon for more details –

merge example

To learn more about automation features, see Automation Home.

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