Changelog

Release Highlights – 23rd Feb 2026

  • Update Existing Lead (Default) — Maintains current behavior. Repeat engagement updates the existing Lead.
  • Create a New Lead for Each Engagement — Each engagement attempts to create a new Lead, even if contact details match.

Steps

  1. Navigate to CRM Integrations.
  2. Select your CRM.
  3. Go to Lead Configuration.
  4. Choose your Lead creation behavior.
  5. Save.

Who is this for?

  • Sales teams tracking separate buying cycles per customer.
  • RevOps teams aligning Lead creation with pipeline strategy.
  • Multi-product or equipment businesses treating each inquiry independently.

See how it works →