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Each form mapping may implement its own identification by configuring the Identification Lookup field. This is an optional setting that specifies the lookup field on the send2crm Send2CRM Visitor object. By default Lead and Contact lookup fields are included, you may add your own to reference any standard or custom object.
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Form submission is received and processed as usual.
If the submission indicates that the Visitor is not already identified:
If the form submission finds an existing target object to update (e.g. Lead) which is referenced by an existing Visitor, the existing Visitor identity is assumed. This occurs when re-identifying with a new web browser or after the user clears browsing data.
Otherwise a new send2crm Send2CRM Visitor object is created.
If the form submission is successful, the send2crm Send2CRM Visitor identifier is returned with the response.
The send2crm Send2CRM client applies the returned identifier and begins pushing Visitor analytics to Salesforce.
Lead Conversion
The send2crm Send2CRM service has built-in support for Lead conversion using the default Lead and Contact lookup fields.
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