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.
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.
Include matches that meet all the specified filters
The Lead to match to Contacts. Must fill out lead or leads.
The list of Leads to match to Contacts. Must fill out lead or leads.
Criteria for finding potential matching Contacts
If there are multiple matches, rank them according to the specified criteria
For easy access later in the flow, we recommend you select "Manually assign variables" in the Flow editor and store the
resultsvalue in a variable.
The number of results
The first result of matching Leads to Contacts. Can be used when working with a single Lead in place of results.
The results of matching Leads to Contacts