You can configure your duplicate rules to query against existing leads and, where a match is found, convert that lead into a contact.
Warning: Salesforce Converts Lead into Contact and Organisation Account
Salesforce forces you to add a company information to your lead record:
When converted, Salesforce will assign the resulting contact against an organisation rather than household account:
This behaviour is inherent to Salesforce, so if you use duplicate rules to convert leads please keep this in mind. If you need to get your resulting contact into the household account structure, then you would need to write your own business logic to do so after the Salesforce logic has fired. Custom logic to do this for you does not exist in MoveData.
Worked Example
Create a Lead Matching Rule
Open Setup → Matching Rules and create a matching rule for the Lead object. In this scenario our rule looks at First Name, Last Name and Postcode.
Create a Contact Duplicate Rule
Create a duplicate rule for the Contact object which references the Lead matching rule. Ensure you set on create / edit to Allow, and operations on create / edit to Report. More information is available here: Configure Duplicate Rules.
Observe Successful Match
For review purposes, create a scenario where you have added a lead in Salesforce and generate an equivalent notification through your connected platform. You will observe that a match is detected, and the lead converted into a contact.
