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When syncing Popl leads to your Monday account, the integration will first perform a read operation to see if the lead already exists. This search (query) uses the lead's "email" as a primary key to match any existing lead already in your Monday account. Based on the search, two flows can be taken:
Create New Lead if No Lead Found:
If no lead is found from this initial email search, then the integration will proceed to create a new lead. Lead ownership and any custom mappings will be applied based on the configuration settings described above.
Update Existing Lead If an Existing Lead is Found:
If a lead is found with the Popl lead's specific email, then the integration will proceed to update that lead accordingly instead of creating a new, duplicate lead.
Contact Popl Support – our team is available to assist at [email protected].
With 🤍 from Popl.
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