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

[Anonymous]

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

[Anonymous]

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]

Perfect! Works like a charm. Thanks a lot.