Contacts -> Account Grouping

This page describes how we split leads into contacts and cacounts.

Our methodology for Contacts -> Account Groupingis doneusing the contact's email domain from their email address as the grouping key (e.g., all leads with @acmecorp.com email addresses are grouped together under the same acmecorp.com account).

For leads with personal email domains (like @gmail.com), we ignore this rule and spin up one Account per Contact when the lead is split out.

Last updated

Was this helpful?