LeadIQ Refresh Matching

When attempting any enrichment method, Refresh will try to match the records in Salesforce to the data within LeadIQ for Account, Contact or Lead.   The matching logic used is explained below.

There are 2 cases in which we make a request to DataIQ to get enriched data:

• Not Enriched, when the record was never enriched/matched by LeadIQ.
• Enriched, when the record has already been enriched/matched by LeadIQ.

These are the fields we send to LeadIQ's database from the LeadIQ Salesforce application for both cases. 

Lead Match

• Not Enriched
  • Email
  • Full Name
  • Company name
  • LinkedIn URL
  • Website, from Lead Website field.
• Enriched
  • LeadIQ Person Id, if it exists, otherwise the same as in the Not Enriched case.

Contact Match

• Not Enriched
  • Email
  • Full Name
  • LinkedIn URL
  • Company Name, from the Account to which the Contact belongs.
• Enriched
  • LeadIQ Person Id, if it exists, otherwise the same as in the Not Enriched case.

Account Match

• Not Enriched
  • Name (Fuzzy Match)
  • Website (Exact Match)
  • LinkedIn URL
• Enriched
  • Name (Fuzzy Match)
  • Website (Exact Match), from Account website but if that does not exist, LeadIQ will send the domain matched in the previous enrichment, if one exists