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Our client is encountering difficulties with the new real-time form feature, restricting them to create either a lead or contact, which becomes particularly challenging when dealing with events due to the fact that the lead matching strategy does not work with leads created through events. This results in multiple leads for the same product or interest.


Previously, in outbound marketing, we could aggregate various leads with the same interest under one contact, providing cohesion. However, with realtime marketing, there are leads in the database that lack any connection to existing contacts.


To address this issue, we suggest improving real-time form handling to enable the simultaneous creation of both leads and contacts. This enhancement would streamline the management of interactions, ensuring better cohesion between leads and contacts, particularly in scenarios involving multiple interactions for the same product or interest.

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