Leads -> Contacts & Accounts

When Leads are ingested into a campaign through any method, whether via bulk CSV Uploads one-off additions, or CRM Integrations, we automatically "split the lead" out into two different objects: Contacts, and Accounts. These Contacts are then associated to Accounts via Contacts -> Account Grouping using many-to-one Object Relationships.

The below UI image from the CSV Uploads workflow hints at this (columns that are related to Contactsstart with 'Prospect', while columns related to Accountsstart with 'Account'):

Learn more about our methodology for Contacts -> Account Grouping.

All Lead Ingestions are also run through our Deduplication process.

Learn more about our Deduplication process.