DemandCenter CRM Integration provides simple matching logic that seeks to ensure a 1-to-1 mapping between records in CRM and records in DemandCenter.
For matching records from CRM that already exist in DemandCenter, the CRM Integration will:
- Match on CRM ID: Look for a prospect in DemandCenter with an exactly matching ID number in the CRM ID field.
- If a match is found, then UPDATE the matching record.
OR - If no match is found, then proceed to Step 2.
- Check whether the Email Address field is BLANK:
- If the CRM Email Address field is blank, then CREATE a new Prospect record in emandCenter.
OR - If the CRM Email Address field is not blank, then proceed to Step 3.
- Match on Email: Look for a prospect in DemandCenter with an exactly matching value in the Email Address field.
- If a match is found and the CRM ID field is blank, then UPDATE the matching record.
OR - If one or more matches are found, but the CRM ID field is NOT blank, then CREATE a new Prospect record in DemandCenter.
OR - If no matching email address is found, then CREATE a new Prospect record in DemandCenter.
- If a match is found and the CRM ID field is blank, then UPDATE the matching record.