Global duplicate checks
Global duplicate checks apply to all leads coming in from any source. You define:- Field: Which field to check (e.g., email, phone)
- Days: The lookback period. A lead is considered a duplicate if a matching value was seen within this many days.
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.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.Matching options
Both global and source-level duplicate checks support additional matching options:| Option | Description |
|---|---|
| Ignore punctuation | Treats values as matches even if punctuation differs (e.g., “john.doe@email.com” matches “johndoe@email.com”) |
| Case sensitive | When enabled, “John@email.com” and “john@email.com” are treated as different values |