Multi-Source Lead Capture Without Duplicate Work
Bring Meta leads, forms, sheets, imports, APIs, and webhooks into one process with source context and reliable deduplication.
Key takeaway
Every lead source should map into one minimum record standard and one deduplication policy while retaining the original source, campaign, and consent context.
01
Create one capture contract
List the fields every source must provide and which fields are optional enrichment. Phone number, name, source, capture time, consent context, and the expected owner are a practical starting point.
Map each connector into the same field definitions before leads reach the pipeline. This prevents one source from creating a usable record while another produces incomplete or ambiguous entries.
02
Match records before creating opportunities
Normalise phone numbers and verified email addresses before matching. When an existing customer returns through a new campaign, append the source event to their history instead of immediately creating a disconnected duplicate.
- Choose stable identifiers and document their match priority.
- Keep the newest source event without erasing earlier attribution.
- Send uncertain matches to review rather than merging silently.
03
Monitor connector and routing health
Track the time from source event to lead creation, validation failures, duplicate decisions, and assignment outcomes. A connector can appear active while silently dropping a required field or routing everything to the wrong team.
Use a controlled test record after every meaningful mapping change and confirm the full path from capture to owner notification.