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 DemandCenter that already exist in the CRM, DemandCenter CRM Integration will:
- Match on eTrigue ID: Look for a prospect in the CRM with an exactly matching ID number in the eTrigue 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 DemandCenter Email Address field is blank, then CREATE a new Lead record in the CRM.
OR - If the DemandCenter Email Address field is not blank, then proceed to Step 3.
- Match on Email: Look for a prospect in the CRM with an exactly matching value in the Email Address field.
- If a match is found and the eTrigue ID field is blank, then UPDATE the matching record.
OR - If one or more matches are found but the eTrigue ID field is NOT blank, then CREATE a new Lead record in the CRM.
OR - If no matching email address is found, then CREATE a new Lead record in the CRM.
- If a match is found and the eTrigue ID field is blank, then UPDATE the matching record.