Lead to Account Mapping

Anonymous · ‎01-21-2016

I am looking at options to begin some type of lead to account matching in Marketo. Essentially what I am attempting to accomplish is set up a program that will append/auto fill in lead data based on the company/domain address.

Example:

New lead from Nike is created. Program sees that there is an Account already in SFDC for Nike. It takes certain data from the account and auto fills in lead fields.

Any suggestions or even links to agencies that might be able to assist here. Thanks

Anonymous · ‎02-24-2016

Just FYI, lead-to-account matching will most likely be supported in Marketo as a standard functionality in upcoming releases in 2016. ABM is a one of the focused topic of 2016 product roadmap.

Pl. feel free to reach out to me directly on mjeswani@marketo.com for more details on this topic or any other ABM topic.

I would suggest to also create an IDEA on this topic. This helps in prioritization of the feature.

Thanks,

MJ

Product Management

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