When you save as Contact from the extension, LeadIQ uses the Company Domain to find the correct Account in Salesforce.
You can see that domain that we use for this in the Company Domain field here:
Prior to capturing, you'll know whether we've found an existing Account or not in the Salesforce Account field of the extension:
That's confirming that we found the domain for surveymonkey.com in an Account called SurveyMonkey, and that's the account this person will be saved to.
If we cannot find the domain, it will look like this:
In this case, the Account might not exist, or it might exist and not have the Domain populated correctly.
From here, you can click into that field and start typing and it will do name match on every Account in your Salesforce. If you still don't find it, then the Account probably truly doesn't exist.
At this point if you simply click capture it will create a new account automatically. You will also have the option to click +Create New in that field and check the data prior to creating the Account.
But Jim, I don't want an Account created in Salesforce?
That's OK too - we released a new feature in Spring '19 to address this.
For Team Admins, you may switch off this feature by going to your extension's Settings > make sure your Salesforce box is checked > Scroll down here:
If you have this box CHECKED, auto account creation continues. When UNCHECKED, saving as a Contact will fail if the Account does not exist.
Here's an example from our own test:
If you have any trouble, please contact our Support team by clicking "Submit a request" at the top right of this page for further assistance.