Simple, Yet PowerfulLead-to-Account MatchingFor Salesforce

We craft simple, intuitive Salesforce applications to help B2B RevOps teams support sales and marketing with scalable, predictable growth.

Features

A Complete, All-in-One Lead-to-Account Solution

Align.ly Lead-to-Account has all the features you need with the simplicity you require.

Match Leads off of multiple email domains on a single Account.

Match and route Leads instantly when they are created in Salesforce.

Dynamically update ownership of Leads based off of the ownership on the matched Accounts.

Prevent Leads from matching Accounts without pre-populated advanced suppression list.

Schedule Align.ly to run in your environment to match your internal processes and needs.

For companies with multiple Accounts in Salesforce, get granular matching with geo-based matching.

Match existing Leads to newly created Accounts on a scheduled timeline.

Automatically convert matched Leads to Contacts to keep Salesforce data super clean.

Automatically merge a duplicate Lead into an existing Contact on auto-conversion.

Set a custom converted status for all auto-converted Leads.

Seamlessly integrate matched Lead routing with your existing lead assignment rules in Salesforce.

Always maintain perfect ownership alignment between Leads, Contacts, and Account.

Align.ly Lead-to-Account is a 100% Native Salesforce application available on the Salesforce AppExchange. Why is does this matter?

Real-Time: Being native Salesforce is the only way to achieve instant matching and routing.
Integrations: Native Salesforce means leveraging Salesforce functionality you already know and love.
Unlimited Users: We don't charge per user login. Anyone with a Salesforce license has access.
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.

Loved by Everyone

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

Native Salesforce: We built the functionality everyone wishes already existed natively in Salesforce.
2 Hour Implemention: Install and configure in hours - not weeks or months.
Try Before You Buy: We are so confident you'll love our app we provide a trial of the full version of our software.
Effortless Management: Easy to implement and effortless to manage on a day-to-day basis.
Easy Delegation: Once implemented it is easy to hand-off to a junior admin, intern, etc.
Instantaneous Matching and Routing: Leads are matched and routed instantaneously in real-time.
Affordable, No-Brainer Pricing: Unlimited, org-wide license for less than one user license of Salesforce.
It Just Works: Instant, real-time matching and routing you can count on.