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Grégoire_Miche2
Grégoire_Miche2
New Participant
September 27, 2016
New

ABM: use the lead to account Matching to link leads to accounts in CRM

  • September 27, 2016
  • 3 replies
  • 2314 views

The new ABM product features the welcome capability to Match leads and accounts through fuzzy logic (See Lead to Account Matching - Marketo Docs - Product Docs)

It would be interesting if this information would be pushed to the CRM through a custom lookup field on the Lead object.

This information could be used also in SFDC or MSD to run some logic and especially to ease the conversion process and reduce the risk of errors, inclding the creation of duplicate accounts.

-Greg

    3 replies

    K
    kh-lschutte
    New Participant
    February 6, 2020
    No text available
    Sean_Richards
    Sean_Richards
    New Participant
    June 11, 2018

    I mean, this would be great as it would enable use of Marketo functionality to solve this challenge, instead of only using the matching algo in Marketo which is a waste in a way. Also saves needing to purchase software for this separately.

    Sean Richards
    Grégoire_Miche2
    Grégoire_Miche2Author
    New Participant
    September 27, 2016

    @MJ Jeswani​, that one is for you

    -Greg

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