Stop the same client landing in your pipeline twice when leads arrive from your website or partners.
Who this is for: Brokers, Enterprise admins
How it works
When a lead is created through the API or a lead capture widget, Effi first checks whether there's already an open lead (any lead not Settled or Lost) with the same email and/or phone number.
Duplicate found: the new lead isn't created, the broker gets a notification, and the API returns a message explaining why.
No duplicate: the lead is created and the broker gets the usual confirmation.
If you need to create it anyway
Your developer or partner can send the request with the force flag to skip the check.
Good to know
This check doesn't apply to leads you add manually in the portal. For those, Effi shows matching contacts as you type.
When testing widgets or integrations, use a unique email and mobile so your test lead isn't blocked.
Need a hand?
Email [email protected] and our team will get back to you.