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Level 3
Mar 20, 2023 7:39 AM UTC
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Lead to Account Matching

Hi Team,

Need assistance with this.

For some reasons we have turned off Leandata.

Do we have something similar in marketo, if yes how to set up.

We have a list of leads that needs matching.

Thanks,

Deepthi.

 

 

 

 

 

 

 

 

 

 

 

 

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Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
Mar 20, 2023 9:11 AM UTC

Lead to Account matching is supported natively in Marketo's Target Account Management (TAM) module. Marketo automatically matches leads to the right named accounts in near real-time. I don't think something OOTB other than this exist in Marketo for Lead-to-Account matching. FYI: TAM needs to be purchased seperately and isn't included in the base subscription.

 

2 replies

Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
Mar 20, 2023 9:11 AM UTC

Lead to Account matching is supported natively in Marketo's Target Account Management (TAM) module. Marketo automatically matches leads to the right named accounts in near real-time. I don't think something OOTB other than this exist in Marketo for Lead-to-Account matching. FYI: TAM needs to be purchased seperately and isn't included in the base subscription.

 

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DeepthiSwAuthor
Level 3
Mar 24, 2023 7:13 AM UTC

Thank you Darshil

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