Identify existing contact or lead record by email
Identify existing contact or lead record by email
Your incoming emails may already exist as CRM leads or contacts, creating duplicates and losing context. It returns the matching record type and ID so reps have correct context before outreach.
Overview
Stop duplicate records and blind handoffs by verifying email identity at intake. This identifies whether an address maps to a contact or lead so reps see the correct record and can act within seconds.