How to Prevent Duplicate Open Leads via API

Effi now helps prevent duplicate open leads when leads are created via the API/ Widget

Checking for Duplicates

When a new lead is created, Effi will first check:

• If there’s already an open lead for the broker (any lead not Settled or Lost).
• If another lead exists with the same email and/or phone number.

What Happens

• If a duplicate exists:
  • The new lead will not be created.
  • The broker receives a notification.
  • The API returns a clear error message explaining the reason.
  • A force flag can be used if the lead must still be created.
• If no duplicate exists:
  • The lead will be created as normal.
  • The broker will receive the standard confirmation.

Why It’s Important

• 🚫 Stops multiple open leads for the same client
• ✅ Keeps your pipeline clean
• 🔔 Ensures brokers are always informed
• 📊 Supports more reliable integrations and widgets

Common Questions

🔹 What counts as an “open lead”?

Any lead that is not in a Settled or Lost status.

🔹 Can I still create a duplicate if needed?

Yes. Use the force flag to override the duplicate check.

🔹 What kind of notification will I get?

You’ll receive a clear message explaining whether the lead was created or blocked due to a duplicate.

🔹 Will this affect leads created manually in the portal?

No. This logic only applies to leads created via the API or widget.