Lead and Account Matching
Maintain data hygiene with configurable matching automation
Many Lead routing workflows require that you first attempt to match a Lead to an Account, Contact or other Lead. Gradient Works enables you to easily add these to your Flows with the following actions:
We also have an action to allow you to match Accounts with other Accounts
Each action uses the same basic concepts to locate a best match: match criteria, filters and rankings (explained in more detail below). Each action outputs specialized matches which you can use later in your flow for assignment or lead conversion.
Match Criteria provide a way to define candidate matches by comparing Lead or Account fields with fields on a candidate (e.g. Account, Contact, other Lead). There are three types of matches:
- Domain - Match any two fields that contain a reference to a web domain. Matches of this type will extract a domain name from an email address, website or URL field. For example, the email address
[email protected]would match a URL of
https://www.company.com/something. This is especially useful when matching the
Websitefield of an Account.
- Exact - Match any two fields exactly. This is the most restrictive of the match types as it requires that both fields have the exact same value (e.g. if Lead
Companyis "Example", then Account
Namemust contain exactly "Example" in order to match).
- Fuzzy - Match two text fields that are similar. This is especially useful for finding close name matches with slight variations (e.g. "Company, Inc" and "Company")
Match candidates will be retrieved if they match any one of the specified criteria.
Filter conditions limit the candidate matches by ensuring they meet certain criteria. You can use familiar operators like equals, greater than and contains to define filters. Candidates must meet all filter criteria to be included.
Specify condition requirements to indicate how to handle multiple conditions:
- All Conditions are Met (AND) - Every condition must be true to include a potential match
- Any Condition is Met (OR) - A match will be included if any individual condition is true
- Custom Condition Logic is Met - Specify custom conditions such as
1 AND (2 OR 3)like you would in report filter criteria
Ranking provides a way of determining which match is the best match in the event there are multiple match candidates after filtering. These act as tie breakers. Click and drag using the drag and drop icons to reorder them.
There are two types of rankers:
- Rank by Field Value - Order results based on a field in the matched object. For example if you want to ensure that the most recently active Contact is the best match, you could create a ranker that looks at
Higher is Betteras the order.
- Rank by Roll-Up Calculation - Order results based on a calculation performed on a related list. For example, you could prioritize Accounts with more Contacts by specifying the
Idfield on Contact and
Higher is betterfor order.