How does the Roobrik integration work when there is an existing record for a lead?
When a Roobrik opt-in occurs, our integration checks to see if the contact already exists for the same community by searching your Aline database for a matching email or phone number. If a match is found:
- The lead's Aline CRM record is updated with their Roobrik survey data in the Roobrik Information section of the Contact and/or Prospect record.
- The existing CRM record(s) will be updated to set the re-inquiry status to Yes.
- An email notification is sent from Roobrik to the designated lead recipient(s) for that community.
If no match is found, a new Contact and/or Prospect will be created.
We recognize that duplicate records may sometimes occur, typically as a result of errors in contact information. If you encounter duplicate entries, whether due to typos or other reasons, you can merge or link these entries.
If you would like to receive a notification from Aline CRM informing you of any updates to a lead record, as in the case of a re-inquiry, an Aline CRM workflow can be created. To avoid sending notifications to inactive Aline users, you’ll want to make sure that every lead is assigned to an active Aline user.
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