Considering that Salesforce doesn't allow Accounts to be associated with Leads, Apollo would convert the Leads to Contacts once they're pulled from Salesforce, and then they'll be matched with the Companies Accounts that already exist over Apollo's database. If we do find a match, evaluating the domain of the Contact's email with the primary domain of an Account's website, we will automatically create that Account in Apollo. You can learn more about this in our article How Do We Associate SFDC Leads with Accounts in Apollo.
This article contains the following sections:
Automatically Match Leads to Accounts on Apollo
The configuration that allows Apollo to convert leads to contacts to infer their Accounts can be found using the instructions below:
- Go to the Settings page.
- Click on the Integrations option.
- Find Salesforce and click on the View button on the right-hand side.
- At the Pull Records (Salesforce > Apollo) section, click on the View button at the right-hand side.
- Then, over the Contacts/Leads tab, you'll find the option For Leads that are pulled from Salesforce, do you want to automatically match them to Accounts from the Apollo database?.
- Set it as Yes to enable it.
- Important Note: The Accounts that are created from this feature (over Apollo) will not be pushed to Salesforce.
Identify Accounts Created by This Feature
To know if an account was automatically created by Apollo when Leads/Contacts where pulled, you can validate three considerations and if these conditions are met, you can assume that the record was created because of a Salesforce lead.
1. Confirm that the setting For Leads that are pulled from Salesforce, do you want to automatically match them to Accounts from the Apollo database? is enabled over Settings > Integrations > Salesforce > Pull Records > Contacts/Leads, as shown above.
2. When reviewing the Account details from a Company over Apollo, on the right-hand side section, if you don't see that an SFDC cloud icon is showing below the account name, that indicates that the account is not mapped to a record in SFDC.
3. When opening an Account, if you click on the Activities tab and scroll down to the oldest line item, it will tell you how the account was created and it should confirm that it was Imported from Salesforce.