Automation to avoid lead duplicates with Prospecting tool

[Go-T]

Our current setup is to automatically create a new Lead in Prospects whenever a contact reached the MQL lifecycle stage.
So new MQL -> New lead.

However, if someone from the team happens to have already manually created a lead connected to a contact before they were assigned as MQL, we don't want there to be a new, duplicate Lead once they do reach MQL. How do we achieve this through an automation and not having to delete extra Leads manually?

In the settings of Prospecting tool/Sales workspace there seems to be no way to solve this, and I also tried creating a workflow for it but didn't seem to manage to find the correct way to do it.

Thank you in advance!

[karstenkoehler · Accepted solution]

Hi @Go-T,

In a workflow, this could be solved quite easily - you would have to disable the system lead creation, of course:

• Re-enroll contacts when they meet your lead creation criteria, e.g. Lifecycle stage is MQL
• Add a branch and check if the enrolled contact is associated to an open lead
• If yes, workflow ends, if no, create lead

Best regards!

[Go-T]

This is perfect, thank you for the prompt reply!