How Popl determines if a new record should be created or if an existing should be updated.
People Sync Logic
When syncing Popl leads to your Marketo account, the integration will first perform a read operation to see if the record already exists. This search (query) uses the lead's "email" as a primary key to match any existing People record already in your Marketo account. Based on the search, two flows can be taken:
Create New Record if No Record Found:
If no record is found from this initial email search, then the integration will proceed to create a new record. Ownership and any custom mappings will be applied based on the configuration settings.
Update Existing Record If an Existing Record is Found:
If a People record is found with the Popl lead's specific email, the integration will proceed to update that record accordingly instead of creating a new, duplicate record. Ownership and any custom mappings will be applied based on the configuration settings.
Need Help?
Contact Popl Support – our team is always available to assist at [email protected].
