Comments on: The Source of Awkward Lead Routing Fails https://thespotforpardot.com/2018/11/19/the-source-of-awkward-lead-routing-fails/ A home for marketers on Salesforce to shape the future together Tue, 08 Mar 2022 20:21:41 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Andrea https://thespotforpardot.com/2018/11/19/the-source-of-awkward-lead-routing-fails/#comment-1453 Sun, 16 Dec 2018 00:23:34 +0000 https://thespotforpard.wpengine.com/?p=1747#comment-1453 In reply to Tim.

There’s not a super great way to do this natively… which is why Lean Data is such an exciting product!

]]> By: Andrea https://thespotforpardot.com/2018/11/19/the-source-of-awkward-lead-routing-fails/#comment-1452 Sun, 16 Dec 2018 00:18:53 +0000 https://thespotforpard.wpengine.com/?p=1747#comment-1452 In reply to Tim.

There’s not really a scalable way to do this natively. Which makes LeanData such an awesome tool. 🙂

]]> By: Tim https://thespotforpardot.com/2018/11/19/the-source-of-awkward-lead-routing-fails/#comment-1451 Tue, 04 Dec 2018 21:08:51 +0000 https://thespotforpard.wpengine.com/?p=1747#comment-1451 Great post! Curious how you would use completion actions, groups, scoring, and automation rules to determine if a Prospect already matches a Company/Account in Salesforce. Been trying to come up with a solution but am drawing a blank. Thanks for any insight you have!

]]> By: Tim https://thespotforpardot.com/2018/11/19/the-source-of-awkward-lead-routing-fails/#comment-1450 Mon, 26 Nov 2018 17:00:33 +0000 https://thespotforpard.wpengine.com/?p=1747#comment-1450 How would you use native Pardot functionality to check to see if the Company/Account already exists in Salesforce on a newly created Prospect?

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