Alert when a Lead/Contact is created with a name already in the database?

Anonymous
Not applicable

Alert when a Lead/Contact is created with a name already in the database?

Hi,

I would like to set up an campaign that when a Contact or a Lead is added to Salesforce and the name (not the email) is already in the database, I get an email alert.

Has anyone set that up before or anyone has an idea what the logic should look like? I know how to send the alert. I am just not sure about the logic.

Any help is appreciated.

TIA

Patrick
2 REPLIES 2
Anonymous
Not applicable

Re: Alert when a Lead/Contact is created with a name already in the database?

1) Make a smartlist with DUPLICATE FIELDS filter, Field Name is Full Name
2) Make a triggered smart campaign with "New Lead Is Created" source = salesforce api (or something like that) AND Member of Smartslist = above smartlist you just created
3) Send alert email of your choice


This is likely to create some false positives of course, as many people could share the same name. 
Anonymous
Not applicable

Re: Alert when a Lead/Contact is created with a name already in the database?

Perfect! Works like a charm. Thanks a lot.