Video

Referencing Different Matches with Variables

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Sometimes you need to use different matches for different purposes. LeanData’s Object Variables will allow you to store different matches in different Variables and reference them whenever you need them in your routing graph.

Tags
  • Lead Management
  • Lead-to-Account Matching
  • Operations
  • Revenue Orchestration
  • Tips & Tricks

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Video
Field-Specific Merging Preferences with Cloudingo

Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder. Here’s one example of merging two leads with different preferences for different fields.