How Popl determines if a new lead should be created or if an existing should be updated.
Lead Sync Logic
When syncing Popl leads to your Zoho account, the integration first performs a read operation to determine if the lead already exists. This search (query) uses the lead’s email as the primary key to match any existing lead in Zoho. Based on the results, one of two actions will occur:
Create New Lead if No Lead Is Found:
If no lead is found from the initial email search, the integration will create a new lead. Lead ownership and any custom mappings will be applied according to your configuration settings.
Update Existing Lead if a Lead Is Found:
If a lead is found with the Popl lead’s email, the integration will update the existing lead instead of creating a duplicate record. Lead ownership and any custom mappings will be applied according to your configuration settings.
Need Help?
Contact Popl Support – our team is available to assist at [email protected].
