Mapping of form fields for leads rather than contact record - for using campaign automation.



1 comment

  • Official comment
    Gia Gianakas

    Hey Liz,

    Thanks for reaching out to us!  That is correct that ClickDimensions does look at the email and with Leads and Contacts sharing the same email, it will assign records based on which it finds first, the Contact or the Lead. 

    It was designed around the way CRM works normally, in which a Lead is a pre-sale entity that can be qualified into a Contact tied to an Account and/or Opportunity based on information gathered and criteria fulfilled base on the needs and qualifications of your sales team and process and an established relationship.  These entities were designed to function this way, so we designed our system to work alongside this.

    As far as mapping to Opportunities, by assigning a Contact to an Opportunity the records are then associated to the Contact, which in turn is connected to the Opportunity and Account entities, so that when you view one or the other, you can see the associated Contact(s) and view any posted records submitted. 

    So we would suggest managing the duplicate addresses and keeping them separate within entities, but the good news is that you can still manage things based on how CRM functions through this method.  Please let us know if you have any additional questions concerning this!


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