We Can Match Salesforce Leads to Accounts in the Apollo Database
Generally speaking, a lead will not be associated to an account in Salesforce until it is converted into a contact. So, when a lead is synced from Salesforce to Apollo, we give you the option to Automatically match Salesforce Leads to Accounts in Apollo, as shown below in Settings > Integrations > Salesforce > Contacts:
If you have this feature enabled, we will try to match your leads to accounts that exist in our Prospect Searcher > Companies database. Then, if we find a match, we will automatically create that account in Apollo. To learn more about the nuances of this feature, go here.
- Important Note: Accounts created from this feature (in Apollo) will not be synced to Salesforce.
How Do I Know Whether an Account Was Created by This Feature?
1. First check whether the Automatically match Salesforce Leads to Accounts in Apollo feature is enabled in Settings > Integrations > Salesforce > Contacts > Pull Settings:
If this feature is enabled, move on to the second step.
2. No SFDC cloud icon is shown at the top right of the account's profile in Apollo, indicating that it isn't mapped to a record in SFDC:
If this is the case, move on to the third step.
3. If you navigate to the account's Activities tab and scroll down to the oldest line item, we'll show you how the account was created:
If the other two conditions are met and the account says it was imported from Salesforce, then you can assume it was created because of a Salesforce lead.