Associated with
Kim Peterson
Posted Mar 28, 2025
•
12 min read
How to Implement Lead Matching in CRMs (Salesforce Focus)
Lead matching is the process of linking a new lead to an existing record, such as an account or contact, in your CRM.
In Salesforce, leads and accounts aren't automatically related. As a result, a new lead might duplicate information you already have, or represent someone from a company that's already a customer.
Lead matching addresses this by identifying when a lead corresponds to an existing account or contact.
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