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.

NameRequiredTypeDescription

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.

NameTypeDescription

count

Integer

The number of results

result

The first result of matching Leads to Contacts. Can be used when working with a single Lead in place of results.

results

The results of matching Leads to Contacts

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