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  • Inputs
  • Outputs
  1. Automation Builder Kit (ABK)
  2. Actions
  3. Matching

Match Lead to Lead

Match Lead records to other Lead records based on configurable criteria

PreviousMatch Lead to ContactNextNext Steps

Last updated 2 years ago

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

For more information on how to use this action, see .

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 other Leads. Must fill out lead or leads.

leads

No

List<Lead>

The list of Leads to match to other Leads. Must fill out lead or leads.

matchCriteriaData

No

String

Criteria for finding potential matching Leads

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

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

results

List<>

The results of matching Leads to other Leads

LeadToLeadMatch
lead conversion
Lead and Account Matching
LeadToLeadMatch
LeadToLeadMatch