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Automate Leads/Contacts to Account Matching in Salesforce

Question asked by Mihai Bejgu on Jan 8, 2018
Latest reply on Jan 9, 2018 by Amy Goldfine Connor

Hi,

 

I'm struggling for quite a while with leads to account matching in Salesforce and for the current ABM that we're trying to do, having all new and old leads assigned to Accounts in Salesforce would be a great plus for our sales teams.

We are currently doing this manually following the below flow:

 

-New lead comes in marketo -> does it have an account?

 

     - if yes, assign lead to accoun

     - if no, create the accoun and assign the lead to that new account

 

of course we also check for duplicate accounts and merge them if existing.


I was wondering if someone else has encountered the same issue and how did you tackle it? Did you find any solutions to automate leads/contacts to account matching, as the manual process is very time consuming?

 

Kind regards,

Mihai

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