Lead Capture Tools

kristennn143
Member

Connecting Leads with existing companies via email domain

SOLVE

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!

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1 Accepted solution
CateDuarte
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Connecting Leads with existing companies via email domain

SOLVE

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

CateDuarte_1-1663946152367.png

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

 

And under the Lifecycle Tab you'll have:

CateDuarte_2-1663946275911.png

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.

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

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1 Reply 1
CateDuarte
Solution
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Connecting Leads with existing companies via email domain

SOLVE

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

CateDuarte_1-1663946152367.png

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

 

And under the Lifecycle Tab you'll have:

CateDuarte_2-1663946275911.png

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.

 

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com