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Our business uses the Account-based leads approach and we exploring the LinkedIn Lead Gen Integration with D365. I want to confirm a couple points to solidify my understanding:
1.) When wanting use the Account-based leads approach, the Lead should NOT be connected to a Contact. Only when qualifying a Lead to Opportunity should you connect it to a Contact.
2.) When creating a LinkedIn lead matching strategy with Account-based leads, the 'Enable contact creation' field should be set to No, and later manually connected to an Account? Otherwise, it would score only to the Contact and not Account. Is that the only option?
Thank you for replies in advance.
Could you elaborate more on what your are trying to do with Account-based leads? The only reason not to associate a lead with a contact is if you want to do automated scoring on an account level instead of an individual contact level. So the lead only gets associated with an account and the scoring model works for the account. Is that what you are aiming to do?
Also what does your process look like for lead to opportunity qualification? If you are simply planning to handoff the lead for sales followup then there might be no need to connect to a contact at that point either.
Yes - I am currently successfully scoring on the account level. You are correct in saying there is no need to connect Lead to Contact, thank you for confirming that piece.Ultimately, I am trying to achieve the following:
- Generate Lead from Linked In Lead Gen Integration w/ D365 and connect it to an existing (or create new) Account (automatically)
- Create Contact upon generating a Lead from Linked In Lead Gen and connect it to Account (automatically)
Let me know if that helps.
Unfortunately there isn't a good way to do this automatically.
How were you thinking of associating a lead with an account? Look at their company name and associate that with the account?
One way to enable this would be to write a custom workflow that does the matching and association.
It could be very similar to the process described for associating orphaned leads to contacts but you would end up with accounts instead of contacts -
Yes... something like that. That is helpful, I'll try it out, thanks. Hard to imagine I'm the only one who has tried to implement this.
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