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.
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.
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