Free Native App to Auto-Associate Contact Roles In Salesforce

Align.ly Contact Role is a free app available on the Salesforce AppExchange that enables you to auto-associate Contacts to Opportunities via Contact Roles using the Tasks and Events logged on a Contact.

How it Works

Align.ly Contact Role leverages touchpoints - Tasks and Events - already logged in Salesforce to automatically associate Contacts to Opportunities via the Contact Role.

1 Create a Contact Role Auto Association Rule: A Contact Role Association Rule is a let of criteria you define to generate pinpoint accuracy on the Contact Roles that are auto-associated.
2 Choose to Run on a Task or Event: Configure your Contact Role Association Rule to run on a Task (ie inbound email logged via Outreach/SalesLoft) or an Event (ie meeting booked via Chili Piper).
3 Define Criteria on Task/Event, Contact, and Opportunity: You have the ultimate control on how Contact Roles get associated. You can define criteria on Task/Event, the Contact, and the Opportunity.

4 Select a Contact Role to Set: Every Contact Role Association Rule is tied to a specific Contact Role, so you can define specific criteria for "Decision Maker", "Influencer", "Executive Sponsor", "Evaluator", etc.
5 Create Another Rule Repeating Steps 1-4: Align.ly Contact Role enables you to create as many Contact Role Association Rules as you need and even set the priority of the order that they execute.
6 Schedule it to Run: Once everything is configured, you can run the auto-association jobs manually or schedule them to run in the background on auto-pilot.

Features

Simple, Effective Auto-Association of Contact Roles

Align.ly Contact Role has all the features you need with the simplicity you require.

Fully Configurable Dynamic Rules

Admins have full control of Task/Event, Contact, and Opportunity criteria.

Task and Event Support

Use both logged Tasks/Events to auto-associate Contact Roles.

Multiple Account Support

Do you allow a Contact to be related to multiple Accounts? We support that.

Shared Activity Support

Are you using the feature to relate multiple Contacts to a Task/Event? We support that.

Scheduled Updates

Schedule Align.ly Contact Role to run in the background at a preferred time.

Robust Reporting

Pre-built dashboard to view the number of associations by date, rule, etc.

Full Transparency

View a list of auto-associations, date/time, and the rule that associated them.

Unlimited Association Rules

Create as many Contact Role Association Rules as needed.

Association Removals & Overrides

Easily remove an auto-associated Contact Role and prevent it from associating again.

100% Native Salesforce Application

Align.ly Contact Role is a 100% Native Salesforce application available on the Salesforce AppExchange. Why is does this matter?

Keep it Free: Yes! Being a native app means we can keep it free. No limits. No upsells. No "gotchas".
Seamless Integrations: The app leverages Tasks and Events, which means it'll integrate with every tool in your tech stack.
Familiar Functionality: Native Salesforce means leveraging Salesforce functionality you already know and love.
Data Security: Your Salesforce data isn't transmitted or stored. Data stays in Salesforce - a win for your security team!
No Data Syncs: Being a native Salesforce app it means there is no complex syncing or data mapping.
No API Calls: Since your data stays in Salesforce, it means no API calls so you don't have to worry about hitting limits.

Why Our Solution is

Loved by Everyone

Align.ly Contact Role is a simple, intuitive solution that does exactly what you need it to do and nothing more.

It's 100% Free: Who doesn't love free? The app is 100% free. No limitations. No upsells. No "gotchas".
Native Salesforce: We built the functionality everyone wishes already existed natively in Salesforce.
Set it and Forget it: Once your association rules are configured the app will simply do its thing in the background.
Solves a Massive Problem: Not having Contact Roles on Opps causes many downstream problems with forecasting, attribution, renewals, etc.
Be a Hero for Sales: Sales teams HATE adding contacts to opportunities. Take this tedious task off their plate.
It Just Works: Reliable, accurate auto-association of contact roles in Salesforce.

Pricing

We believe in simple, transparent pricing.

Align.ly Contact Role

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What's included

Organization-wide license
Unlimited rules to auto-associate contact roles
Onboarding & support