Lead Matching to Accounts

Question

What do others use for matching leads to accounts?

We are looking at two options right now:

1. A combination of a process builder and flow that would look at the lead email domain to account domains and assign based on the information

2. An app called Traction Complete.

Does anyone have experience with either option or do you use anything else to gain more insight on potential existing relationships with the lead's company/account?

Brittney Widmer · Accepted Answer

Hi all - thank you for your suggestions. After reviewing our options, we decided to go with Traction Complete.

Simran Makhija · Answer

A lot of teams start with Flows if their matching logic is fairly simple, but it can become difficult to maintain as the rules grow (multiple domains, subsidiaries, exceptions, fuzzy matching, etc.).     In my opinion, teams use dedicated lead-to-account matching tools when they need more accuracy and less ongoing maintenance. Because we've used LeadAngel for this, it handles lead-to-account matching and routing without having to build and manage complex Flows ourselves. Traction Complete is another option that's commonly considered.     If your requirements are straightforward, Flow can work. If matching accuracy and scalability are important, it's worth evaluating a purpose-built solution.

Lead Matching to Accounts

Sales And Marketing

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