Connecting Leads with existing companies via email domain

[kristennn143]

Hello!

I’m trying to figure out a way to recognize when an existing customer comes in as a ‘new lead’ by leveraging the email domain they use.

For example, let’s say Company ABC is a customer and we have many contacts in our database that we work with, but someone not in our database comes in using the same email domain; john.smith@ABCcompany.com via webinar or whitepaper download, etc.

Is there a way to automatically associate this new lead with the existing account and identify the person as ‘current customer’? I ask, because we obviously want to ensure any nurture emails thereafter are customized for an existing customer, and not for example, trying to push to schedule a demo.

Thank you in advance for any insight here!

[CateDuarte]

Hi @kristennn143 under Settings »» Objects »» Companies you have the option below:

This will associate incoming contacts to respective company, by domain.

And under the Lifecycle Tab you’ll have:

This will make sure that if a company is a customer, all its associated contacts will also be customers in the lifecycle stage.

Did I understand correctly? Hope this helps.