v.1.587.5
Keep each lead's sources and history together
Leads brings repeated submissions into one contact record while preserving the information your team needs to follow up.
Leads
What this solves
The same person may arrive through several campaigns or forms. Separate records can split their contact details, notes and source history across the inbox.
What changed
- Email matching ignores capitalisation and surrounding spaces when identifying an existing lead within the same company.
- Additional submissions update supplied information and add distinct sources to the lead's history.
- Existing duplicate records are retained as merged records, with their activity and submission history connected to the main record.
- Permitted teammates can edit contact details and see changes in Activity & notes.
- Outbound webhooks can notify a connected tool when a new lead is created, with delivery status and retries visible in Settings.
Where to find it
Open Sales → Leads. Open a lead to review its details and history, or use Settings to manage inbound and outbound webhooks.
Useful for
Teams collecting leads from several sources and keeping their follow-up tools informed without losing the original context.
About Checkgrow
Checkgrow connects marketing activity with the work that follows it. Leads helps teams keep contact information, source history and collaboration together, so they can understand how a person arrived and decide what to do next.