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