When a contact fills out one of your forms, Upsales checks if their details are already in your Upsales account. This is to match details and minimise duplicate entries.
This article covers:
- How form submissions are matched
- What happens if contact data doesn't match
- What data is added when a contact/company submits a form
How form submissions are matched
- If your form uses the default company name field, you can activate company suggestions
- When the contact starts typing in the company field, the form suggests companies. These companies automatically receive a DUNS number if bought from Bisnode, or an ID if bought from Company Data Hub
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If the company has a matching DUNS number or Company Data Hub ID
Upsales matches the contact and adds it to the company -
If the company doesn't have a matching DUNS number or Company Data Hub ID
Upsales searches for the exact email address. If exactly one contact has that email address, the submission is added to that contact and to the company the contact belongs to. Inactive contacts count too, and are made active again -
If Upsales can't find a match on email, or finds duplicates
If the form has a company name field, Upsales looks for exactly one company with that name -
If there's no single match on company name
If the form has an organisation number field, Upsales looks for exactly one company with that organisation number -
If there's no single match on organisation number
Upsales checks the submitted email domain to see if it matches a company in your Upsales account. Non-corporate email domains (for example Gmail/Yahoo) are excluded from this - If the contact's email domain:
Matches the company
Upsales adds the contact to the company
Doesn't match the company
Upsales creates a new company and matches the contact
Has two or more companies matching the same email domain
Upsales matches the contact to the company with the most contacts on that email domain
What happens if contact data doesn't match
"What if the contact is matched, but gives different information (such as a new phone number) on the form compared to what is already in Upsales?" By default, Upsales keeps the existing value and doesn't update the contact with this new information.
To let a form answer replace a value that's already in Upsales, open the field in the form editor and set If the field already has a value to Replace it with the answer. For multi-select custom fields you can also choose Add the answer to it. This works for company and contact fields. Fields that Upsales matches on (email, company name, organisation number and DUNS) always keep their existing value.
What data is added when a contact/company submits a form
If a contact or company gives you data that you didn't have before, Upsales adds the information for you. This applies to the following form fields, and to any company or contact custom fields on the form:
Company data
- Name
- Phone number
- Website
- Address
- Postcode
- City
- Country
- DUNS
- Organisation number
- Number of employees
- Facebook address
- Twitter address
- LinkedIn address
Contact data
- Name
- First name
- Last name
- Title
- Phone number
- Mobile phone number
Contacts who have unsubscribed from emails are matched in the same way as other contacts.