Managing Lead to Account Mapping in Microsoft Dynamics CRM

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InsideView Data Integrity includes native Microsoft Dynamics CRM workflows that can be used to “sync” InsideView data throughout your lead-to-revenue cycle. You can automate lead-to-account mapping to allow you to better route leads by the account owner, track account-level engagement, and measure overall marketing campaign's effectiveness.

The Lead to Account mapping feature helps marketers identify which leads belong to which accounts, fueling their marketing campaigns.

Lead to Account Mapping Pre-requisites

Before enabling the Lead to Account Mapping workflows, complete the following prerequisites:


To enable the Lead to Account mapping, follow these instructions:

Step Description Details
1 Go to the Unified Portal In the Data Integrity Dashboard, click the Profile Dropdown at the top and select Admin item to open Admin Portal as illustrated:


Note: You can go to the Data Integrity settings and select the Integrations tab.

In the Account Settings page, click the Integration tab.

Then hover over the integration for which you want to enable the Account Hierarchies feature and click the Edit icon.


2 Go to the lead to account mapping setup In the Integration Setup page, review the Integration details and click Next.


In the Integration Setup workflow pages, make sure that Data Integrity is enabled as illustrated:


Review your integration user and field mappings for Accounts, Contacts and Leads then click Next to open the Automate account and lead linkages setup page.

3 Enable the Lead to Account Mapping feature In the Automate account and lead linkages page, you can do the following:
  • If your CSM has enabled the Lead to Account Mapping feature, select the Activate Default Settings option to create and activate Lead to Account mapping workflows in your Microsoft Dynamics CRM.


  • Select the Customize Settings option to customize the Lead to Account Mapping workflows before activating them. Once all your customizations are completed, click Activate.


  • Click Deactivate to disable the lead to account mapping workflows in your CRM.
  • Click Delete to reset the lead to account mapping settings.
  • Once the Lead to Account Mapping workflows is activated, click Save.


  • Click the pencil.png to redirect to the workflow in Microsoft Dynamics CRM, where you can edit the Lead to Account Mapping workflows based on your business process requirements.
  • Click the delete.png to disable the Lead to Account Mapping settings if required.

Note: Lead to Account mappings are created only for leads managed by InsideView Data Integrity.

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