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Duplicate checks help you avoid selling the same lead twice. When a lead matches your duplicate criteria, it’s marked as a duplicate and rejected.

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Global duplicate checks

Global duplicate checks apply to all leads coming in from any source. You define:
  • Fields: One or more fields to check together (e.g., email alone, or email + phone for a composite match). A lead is only flagged as a duplicate if all the selected fields match a previous lead.
  • Days: The lookback period. A lead is considered a duplicate if a matching value was seen within this many days.
For example, if you set up a duplicate check on email with a 30-day window, any lead with an email that matches a lead from the last 30 days will be marked as a duplicate. If you add phone to the same check, only leads matching both the email and the phone will be flagged.

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Source-level duplicate checks

You can also configure duplicate checks at the source level. These checks only apply to leads coming through that specific source, giving you more granular control.

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Apply to pings

Duplicate checks can also be configured to apply to pings. When enabled, a ping will return a duplicate status, allowing you to reject a lead before it’s even posted.

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Matching options

Both global and source-level duplicate checks support additional matching options: