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Auto-Associate Contact Roles

Build a more complete view of the buying team by automatically connecting engaged contacts to relevant opportunities. Use configurable rules to keep Opportunity Contact Roles populated and reduce manual work for your sales team—all within Salesforce.

Taylor requests a demo, Jamie replies to an email, and Morgan schedules a meeting. Association rules connect all three contacts to the Acme opportunity's Contact Roles list automatically.

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Built for your Salesforce workflow

Build a More Complete View of the Buying Team

Connect engaged contacts to relevant opportunities so your team can see more of the people involved in each deal.

Automatically Associate Contacts Using Configurable Rules

Define which contacts to associate based on engagement, timing, and criteria that fit your business.

Eliminate Manual Contact Role Maintenance

Automatically add Opportunity Contact Roles so your sales team can spend less time updating records.

100% Free

Get automated Contact Role association at no cost—all within Salesforce.

Available in

Align.ly Contact Role

Free

Auto-Associate Contact Roles is available in Align.ly Contact Role. Automatically connect engaged contacts to relevant opportunities in Salesforce.

Explore Align.ly Contact Role

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