We're migrating to more of an account-based marketing model and as such need to be able to quickly identify whether or not a new lead (or existing lead) in our system works for one of the 100 (arbitrary #) accounts we're targeting.
We already have the 'Account' lookup field on the lead record, and then on the Account level a Leads module that shows any leads that have been associated, but right now it's totally relying on someone filling that out manually.
My hope is that it's possible to write some sort of a trigger to scan either a fuzzy match on company name (guessing this will be difficult), or to check for an email extension match. By email extension match, I have a field that extracts the "@gmail.com" portion of someone's email and puts that into its own field. My thinking is that if I add the common company email extension on the Account it may be possible to then do some sort of a search where, if their email extension matches an extension on one of our target accounts, it associates the lead automatically.
Is this possible? Has anyone done anything like this or have any other ideas?
Thanks,
Marcus
2 answers
You could use a process builder and flow for this. The process builder is just to kick off the flow. The flow is where the work is done at. You can have it look for an account that would match the criteria from your lead and if it finds one it will update the account lookup on the lead. This will look for exact matches unless you try and play with the operators. To be honest a Trigger may be better to do this that way you can play with the fuzzy matches. But you could try the process builder and flow first and see where that gets you.
