Release Highlights – 23rd Feb 2026
Control How Repeat Engagement Creates Leads
Some businesses treat repeat contact from same individual as part of the same opportunity. Others treat each new buying cycle or requirement as a separate pipeline event. Conversive now aligns with how your business actually works.
When a contact reaches out again with a new enquiry, you can now decide how that engagement creates records in your CRM.
What Changed
A new setting in CRM Integration → Lead Configuration gives you two options:
- 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.
Your CRM still enforces its native duplicate rules. If it allows duplicate Leads, a new one is created. If not, the CRM decides the outcome.
How To Configure
- Navigate to CRM Integrations.
- Select your CRM.
- Go to Lead Configuration.
- Choose your Lead creation behavior.
- Save.
Who Benefits
- 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
This feature is opt-in and fully backward compatible. Existing integrations remain unchanged until you update the configuration.