> For the complete documentation index, see [llms.txt](https://support.emarketeer.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.emarketeer.com/docs/docs_se/integrationer/dynamics/dynamics-journey-steps/create-update-lead.md).

# Dynamics - Create/Update Lead

Steget Create/Update Lead skickar kontakter från eMarketeer till din Microsoft Dynamics CRM som Leads, med inbyggd logik för att uppdatera befintliga poster och förhindra dubbletter.

<div align="left" data-with-frame="true"><img src="https://2555292243-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FicfGEyRadiE4k7sV4O4o%2Fuploads%2Fgit-blob-5ff654ce4fd4a5bb80ff706c46fe0475ee394358%2Fcreate-update-lead-step-settings.png?alt=media" alt="Panelen Create / Update Lead med Topic, Description, Always create a lead och Owner"></div>

### Stegkonfiguration

När du lägger till detta steg i en Journey, konfigurera följande fält:

* **Topic (obligatoriskt):** Sätter huvudtiteln för Lead-posten i Dynamics (till exempel "Webinar Attendee" eller "Contact Us Form").
* **Description:** Skickar ytterligare anteckningar, kampanjdetaljer eller kontext till ditt säljteam.

### Inställningen "Always create a lead"

Denna kryssruta styr hur eMarketeer söker i din CRM och hanterar befintliga poster.

**Om omarkerad (standard)**

Detta alternativ skyddar din CRM från att skapa Leads för personer som redan har avancerat i din säljcykel.

* eMarketeer kontrollerar först Dynamics för att se om personen redan finns som Contact.
* **Om de är en Contact:** Steget avbryts helt. Ingen Lead skapas.
* **Om de inte är en Contact:** eMarketeer uppdaterar en befintlig Lead. Om ingen Lead hittas skapas en ny.

**Om markerad**

Detta alternativ tvingar steget att bearbeta Leaden, oavsett om personen redan finns som Contact i din CRM.

* eMarketeer hoppar över den inledande Contact-kontrollen och försöker uppdatera en befintlig Lead.
* Om ingen befintlig Lead hittas skapas en ny Lead.
* **Smart linking:** Om en ny Lead skapas *och* personen redan finns som Contact i Dynamics, länkar eMarketeer automatiskt den nya Leaden till deras befintliga Contact- och Account-poster.


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