Conditionally sync WordPress user with Contact OR Lead

  • Resolved danatpi

    (@danatpi)


    4 years, 10 months ago

    Hello,

    I’m trying to determine if the following is possible, and if so, what would be the most efficient approach.

    When a user registers, is it possible to implement the following flow?

    1. If user email is prematched with a Contact, the Contact record is updated and no further action is taken.
    2. If user email does not prematch a Contact but does prematch with a Lead, the Lead record is updated and no further action is taken.
    3. If the user email does not prematch with a Contact OR a Lead, a Lead is created.

    Thanks for any insight on this,
    Dan

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