check email on lead and contact, THEN update one of this OR create new lead
I have always wanted not to have duplicate personal data on the crm.
I normally want a new contact to be inserted as a lead, and only after some procedures that this becomes a contact related to a company.
If a person is entered as a lead, they cannot exist as a contact and vice versa.
to do this I set the email field as unique
but there are many problems because the other applications that through synchronization processes update / create records on the crm (desk, form, sales iq ...)
they allow you to set the synchronization on one module only.
For example currently my desk is set up like this ...
but there's a problem.
if the person who generates the ticket is not already entered on the crm, zoho desk creates a contact) and not a lead)
On zho form I have a similar problem that generates several synchronization errors (and often I do not notice customer requests)
I would like you to standardize the sync process
I would like to always search for the presence of an email on both leads and contacts (simultaneously)
if a relationship is found, I would like the registry found to be updated ... if, on the other hand, no record is found with the same email, I would like to be able to set which module the new record should be created on.
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