Contact to Account Matching

Contact-to-Account Matching

Contact-to-Account Matching is now available in LeanData! Contact Router now leverages the power of LeanData’s fuzzy matching algorithm to help you ensure every contact is matched to the best possible account in Salesforce. This means – less time reacting to incorrect or outdated data, and more time engaging the right contacts with the right context. 

Drag & drop the new nodes – Contact-to-Account Match node, Contact-to-Account decision nodes, and Route to Matched Account Owner node – into your graph to automatically match and route contacts to the right account and owner! The Contact-to-Account decision and Route to Matched Account Owner nodes function the same as the other Contact Decision and Route To nodes.

Use Cases:

• Match & Route: Immediately match new & updated contacts to the best possible account in Salesforce, then route and notify the right matched account owner.
• Re-Match & Update: Re-match existing contacts (that were previously matched manually or with external systems) to the right account in Salesforce. Use the Update Contact node to update the Contact with the correct account information.