Groundwire/EventbriteForSalesforce — Issue #26: Liked old match-to-Contact-email-else-create-Lead functionality
Author: tet3
Created: 2012-01-11 15:52:11+00:00
State: open

While we can certainly work with the new options of importing all as Leads, all as Contacts, or all as Contacts with Opps, I'm curious if there was a specific reasoning behind *not* implementing the way the current/former Connector offers, with existing Contacts on email address match being added to the campaign, and non-matches added as Leads. While Leads aren't an object we use a lot, we had adapted our import workflow to this, and it made it easy to see who the new people were. We can easily build views of newly imported Contacts, but the Lead conversion process made it easy to match to existing Contacts where the email didn't match for whatever reason (personal vs. professional email, or optional host names, eg foobar@pobox.upenn.edu vs. foobar@upenn.edu being the most common).