Match Lead to Account

Match Lead records to Account records based on configurable criteria

Takes a list of Leads from earlier in the Flow, finds matching Accounts and provides a list of LeadToAccountMatch results for use later in the Flow. The matches can be used for assignment or lead conversion.

For more information on how to use this action, see Lead and Account Matching.

Configuration

Outputs

For easy access later in the flow, we recommend you select "Manually assign variables" in the Flow editor and store the results value in a variable.

NameTypeDescription

count

Integer

The number of results

result

The first result of matching Leads to Accounts. Can be used when working with a single Lead in place of results.

results

The results of matching Leads to Accounts

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