Match leads to accounts in Salesforce
Stop wasting time juggling leads or wrestling with custom code. Automatically match incoming leads to the right account and help your reps follow up faster.
reps’ time is spent on non-sales tasks and navigating messy data
Salesforce siloes leads from accounts
When created in Salesforce, leads are not connected to accounts which can lead to duplicates and poor customer experiences.
Manual matching slows you down
You’re forced to spend time searching through Salesforce to see if a lead is net-new or related to an existing account.
Account conflicts erode customer trust
When multiple reps accidentally reach out to the same person, it can be embarrassing and undermines customer trust in your business.
Duplicate leads are costly
Without lead-to-account matching your CRM can become filled with duplicates, affecting reporting and causing conflicts among reps.
Solution
Connect leads to the right account
Match incoming leads to existing accounts for faster follow-up and better conversions. No need to maintain custom code.
Automate manual work
Save time by automating the lead-to-account matching process. Give your sales and marketing teams the space to focus on work that moves the needle.
Increase routing accuracy
Reference data on the matched account such as existing account ownership to ensure leads are always routed to the right rep.
Tailor every interaction
Give your reps visibility into existing account activity so they can personalize their communication and have better customer conversations.
Swipe To View
Compare
Give reps cleaner data and more context
Ability to set the priority for match types and add tiebreakers
UI on lead record displays all related records and activity for an account.
Features
Streamline account-based selling
No code
Make changes to matching and routing flows in minutes.
Hierarchy matching
Match leads to the right level within a complex company hierarchy.
Any object matching
Create custom match rules based on any object in Salesforce.
Notifications
Prompt fast follow-up by notifying reps in Slack or Email.
Any object routing
Route leads, contacts, accounts, opportunities and more.
Visual history log
Audit matching results with a detailed history log at every step.
FAQ
A partner with answers
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What is lead-to-account matching?
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Lead-to-account is a process that connects inbound leads to their corresponding existing accounts within Salesforce. This process ensures that if a lead belongs to an account already managed by an account manager, the system notifies and assigns the lead to that account manager.
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Why do companies need third-party lead-to-account matching solutions in Salesforce?
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Salesforce’s data architecture separates leads from accounts, contacts, and opportunities to reflect different customer journey stages. But many organizations need to link leads to accounts before conversion to prevent duplicates and support account-based marketing and routing.
Automated lead-to-account matching solutions like Complete Leads from Traction Complete help organizations address these limitations in Salesforce without requiring custom code or complex configuration of matching rules.
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Are Traction Complete’s products 100% native to Salesforce?
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Yes! All of Traction Complete’s products are 100% native to Salesforce which means there is no integration to maintain and your data never leaves your org.
