Zoho CRM integration criteria on duplicates

  • Profile Image
    asiaexchange
    Asked on August 19, 2015 at 09:38 AM

    Dear sir/madam,

     

    I have a question about the duplicate check function in the Zoho CRM integration. There are two options: Update Previously Added and Doesn't Add Contact if it Exists. I would like to know on what basis this duplicate check is done? Does it look at the Full Name, the Email address or some other criteria when deciding whether to update an existing record or to create a new one?

    Thank you in advance. 

  • Profile Image
    Kiran
    Answered on August 19, 2015 at 12:18 PM

    As I run the test with simple fields on my JotForm, I notice that the contact is being updated based on the email address. So, email address would be the criteria is the email address. If there is no email address on the form or not mapped with Zoho CRM, it automatically creates new contacts.

    Hope this information helps! 

  • Profile Image
    asiaexchange
    Answered on August 20, 2015 at 04:03 AM

    Thank you Kiran, it does!