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Lead Automation Conditions – If Lead Exists

Use the ‘If Lead Exists’ condition to check if a lead with a defined set of parameters exists in the system. You can follow up with an action such as Merge Leads, to avoid creating duplicate leads in your account.

 

Set Up If Lead Exists

You can set up the condition at any point after the automation trigger. Scroll down under Conditions, then click If Lead Exists.

if lead exists condition

On the configuration pop-up, enter the required conditions, then click Add Condition. When you’re done adding conditions, click Set Condition.

if lead exists conditions

Note:

  • If multiple leads match your criteria, they will be sorted based on Created On date in ascending format.
  • A link to the only the oldest lead will be provided in the lead level automation report.

 

Next Steps

You can follow up this condition with a Merge Leads action to merge duplicate leads.
For more information on any automation feature, see Automation Home.