--- title: Duplicate and Re-inquiry Handling in WelcomeHome description: How does the Roobrik integration work when there is an existing record for a lead? --- [Skip to content](https://learn.roobrik.com/en/learning-center/duplicate-handling-in-welcomehome#main-content) ![Roobrik\_ByAline\_Logo-1](https://learn.roobrik.com/hs-fs/hubfs/Roobrik_ByAline_Logo-1.png?width=150&height=59&name=Roobrik_ByAline_Logo-1.png) Open main navigation Close main navigation Welcome to the Roobrik Learning Center! How can we help? - There are no suggestions because the search field is empty. 1. [Learning Center](https://learn.roobrik.com/en/learning-center?hsLang=en) 2. [Integrations](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en) 3. [WelcomeHome](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#welcomehome) # Duplicate and Re-inquiry Handling in WelcomeHome ## How does the Roobrik integration work when there is an existing record for a lead? When a lead that already exists in WelcomeHome submits a Roobrik survey, it does not re-open the record automatically, but an email notification from Roobrik is still sent to the sales counselor. This is similar to the process for new leads submitting a survey. Before posting to your WelcomeHome instance, we search for an existing match based on email **or** phone number, **and** community. If found, we’ll update the existing record with the standard Roobrik note pinned to the Activity log. If no match is found, a new Influencer and/or Prospect will be created. We recognize that duplicate records may sometimes occur, typically as a result of errors in contact information. If you encounter duplicate entries, whether due to typos or other reasons, you can find detailed instructions on how to merge or link these entries in [WelcomeHome's documentation](https://welcomehomesoftware.zendesk.com/hc/en-us/articles/360043672551-How-Do-I-Merge-2-Leads-).    - [About Roobrik](https://learn.roobrik.com/en/learning-center/about-roobrik?hsLang=en) - [Roobrik Surveys](https://learn.roobrik.com/en/learning-center/roobrik-surveys?hsLang=en) - [Roobrik Afford](https://learn.roobrik.com/en/learning-center/roobrik-afford?hsLang=en) - [Roobrik Chat](https://learn.roobrik.com/en/learning-center/roobrik-chat?hsLang=en) - [Roobrik for Marketers](https://learn.roobrik.com/en/learning-center/roobrik-for-marketers?hsLang=en#main-content) - [Tracking & Analytics](https://learn.roobrik.com/en/learning-center/roobrik-for-marketers?hsLang=en#tracking-analytics) - [Roobrik for Sales](https://learn.roobrik.com/en/learning-center/roobrik-for-sales?hsLang=en) - [Client Dashboard & Reports](https://learn.roobrik.com/en/learning-center/client-dashboard-reports?hsLang=en) - [Integrations](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#main-content) - [Aline CRM (Formerly Enquire)](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#aline-crm-formerly-enquire) - [Aline CRM (Formerly Sherpa)](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#aline-crm-formerly-sherpa) - [WelcomeHome](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#welcomehome) - [HubSpot](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#hubspot) - [ActiveDEMAND](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#activedemand) - [Eldermark](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#eldermark) - [Yardi](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#yardi) - [ALIS](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#alis) - [MoveN](https://learn.roobrik.com/en/learning-center/integrations?hsLang=en#moven) - [Frequently Asked Questions](https://learn.roobrik.com/en/learning-center/frequently-asked-questions?hsLang=en#main-content) - [Roobrik Survey FAQs](https://learn.roobrik.com/en/learning-center/frequently-asked-questions?hsLang=en#roobrik-survey-faqs) - [Integration FAQs](https://learn.roobrik.com/en/learning-center/frequently-asked-questions?hsLang=en#integration-faqs) - [Roobrik Chat FAQs](https://learn.roobrik.com/en/learning-center/frequently-asked-questions?hsLang=en#roobrik-chat-faqs) - [Reporting FAQs](https://learn.roobrik.com/en/learning-center/frequently-asked-questions?hsLang=en#reporting-faqs) - SOLUTIONS - [Solutions Overview](https://www.roobrik.com/solutions/) - [Roobrik Surveys](https://www.roobrik.com/senior-living-surveys/) - [Roobrik Afford](https://www.roobrik.com/afford-senior-living-survey/) - [Roobrik Chat](https://www.roobrik.com/senior-living-chat/) - [Pricing](https://www.roobrik.com/solutions/#roobrik-pricing) - [Integrations](https://learn.roobrik.com/en/learning-center/integrations) - RESOURCES - [Learning Center](https://learn.roobrik.com/en/learning-center) - [Marketing Use Cases](https://www.roobrik.com/use-cases/) - [Sales Enablement](https://www.roobrik.com/enable-sales-teams/) - [Know Your Audience Challenge](https://marketing.roobrik.com/know-your-audience-challenge) - [Know Your Audience Report](https://marketing.roobrik.com/know-your-audience-report) - [@SeniorLivingMinute](https://marketing.roobrik.com/senior-living-minute) - ABOUT US - [About Roobrik](https://www.roobrik.com/about/) - [Contact Us](https://www.roobrik.com/contact-us/) [![Chill listening crop-3](https://learn.roobrik.com/hs-fs/hubfs/Roobrik_ByAline_Logo-1.png?width=127&height=50&name=Roobrik_ByAline_Logo-1.png "Chill listening crop-3")](https://roobrik.com/) Copyright © 2026, Roobrik