Technology & Integrations
What happens if a caller is already an existing contact in our Salesforce database?
Jessica performs an automated lookup using the caller phone number or email. If a match is found, she logs the new interaction as a Task or Activity against the existing Contact or Account record rather than creating a duplicate lead.
In more detail
Jessica performs an automated lookup using the caller phone number or email. If a match is found, she logs the new interaction as a Task or Activity against the existing Contact or Account record rather than creating a duplicate lead.
Reviewed 2026-11-11