Your Complete FAQ Guide to Lead-to-Account Matching: What, Why, and How
If you’ve ever worked in a large organization that runs on Salesforce or another CRM, you’ve probably seen it — a new lead comes in, nobody’s sure who owns it, and it ends up sitting in a queue for days. Meanwhile, the same company might already be a customer, or several reps might reach out at once. It’s messy, frustrating, and it slows everything down. That’s exactly the problem Lead to Account Matching (or L2A ) solves. It’s one of those behind-the-scenes processes that doesn’t get much attention but quietly keeps your revenue engine running smoothly. This guide answers the most common questions about lead to account matching — what it is, why big enterprises need it, and how it helps teams move faster, sell smarter, and keep their CRM clean. 1. What is Lead to Account Matching, exactly? In simple terms, Lead to Account Matching is the process of connecting a new lead to an existing account in your CRM. Let’s say someone from Nike fills out a demo request form. If your CRM ...