LEAD TO ACCOUNT MATCHING
Match leads to accounts in Salesforce so you can take action and close deals faster.
Say goodbye to manual data entry in Salesforce
Automatically match every lead to the right company accounts, even when they use a personal email address like @gmail.com.
Real-time data cleaning that can deduplicate, match, qualify, and convert leads for you.
Build your own custom lead to account matching rules or use our templates. Prioritize matching based on your preferences (lead score, location, account type, status, and more).
Assign Salesforce leads, accounts, and opportunities to the right reps using custom rules and advanced round robins that work with your existing sales process.
Stop leads from slipping through the cracks with notifications and SLA tracking.
Alert reps through email, Salesforce Tasks, and Slack. SLAs track speed to lead, keep reps motivated, and help managers measure performance.
Speak with a Certified Salesforce Expert to see how lead to account matching would help your team