This service automatically checks whether a new lead is already known
as an account and/or contact.
When a new lead enters Salesforce, the service automatically checks whether a new lead is an already known account and/or contact. If so, the lead information refers to the right account and/or contact. The service operates via our API Connector for Salesforce.
Marketing Automation process: If you consider a lead-based marketing strategy for your business, you need to prevent dead and duplicate data from entering. When new leads enter Salesforce, CRM users often check manually whether new leads are already known within the system. With this service, you automate this check completely. This way, leads are accurately addressed to the right channels, and both existing customers and new leads are accurately followed up. That is how we create the data foundation to implement your lead-based strategies.
The service is part of the API Connector. Download the API Connector and take the following steps:
You can install a fully operating service in Salesforce within 30 minutes.
With the API Connector, Salesforce users integrate relevant information sources in their CRM system. This enriches your Salesforce with verified data of your choice. Whether you’re interested in financial, compliance or sales & marketing information; you are in charge. Instead of manually combining customer data from different sources and external suppliers, you operate this automated integration fast, easy, and all by yourself. The configuration of our connector is that easy, you don’t need any IT experience to operate it in Salesforce.
August 7th, 2018Request a test drive