Match Lead to Contact

Match Lead record to Contact records based on configurable criteria

Takes a list of Leads from earlier in the Flow, finds matching Contacts and provides a list of LeadToContactMatch results for use later in the Flow. The matches can be used for assignment or lead conversion.

For more information on how to use this action, see Lead and Account Matching.

Inputs

Please note that you will not directly interact with these input fields as you do with some Flow Actions. Instead the Gradient Works custom editor takes care of the heavy lifting.

Name	Required	Type	Description
filterData	No	String	Include matches that meet all the specified filters
lead	No	Lead	The Lead to match to Contacts. Must fill out lead or leads.
leads	No	List<Lead>	The list of Leads to match to Contacts. Must fill out lead or leads.
matchCriteriaData	No	String	Criteria for finding potential matching Contacts
rankerData	No	String	If there are multiple matches, rank them according to the specified criteria

Outputs

For easy access later in the flow, we recommend you select "Manually assign variables" in the Flow editor and store the results value in a variable.

Name	Type	Description
count	Integer	The number of results
result	LeadToContactMatch	The first result of matching Leads to Contacts. Can be used when working with a single Lead in place of results.
results	List<LeadToContactMatch>	The results of matching Leads to Contacts