Our Solutions

Lead Auto-Conversion

Bring prospects into your account-based sales process by automatically converting leads to contacts under the right accounts. Help your team work from Contacts and merge matching leads into existing contacts during conversion—all within Salesforce.

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Taylor converts from lead to contact under Acme, while a duplicate Jamie lead merges into the existing Jamie contact.

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Built for your Salesforce workflow

Enable Your Team to Work Exclusively from Contacts

Bring new prospects into Contacts so your team can manage relationships in one place.

Support an Account-Based Go-To-Market Motion

Associate converted contacts with the right accounts so your team can engage prospects within the context of each company.

Automatically Convert Leads to Contacts

Convert eligible leads using configurable criteria to reduce manual work and keep your sales process moving.

Merge Duplicates on Conversion

Merge matching leads into existing contacts during conversion to keep engagement history connected and reduce duplicate records.

Why Auto-Convert Leads in Salesforce?

Some organizations set up their Salesforce instance so that the sales team works 100% from Contact. However, it is unreasonable to assume every inbound prospect deserves an Account and Contact in Salesforce. This is why organizations will start every prospect as a Lead and then auto-convert that Lead to a Contact if it matches a known Account in Salesforce.

The Workflow

Here's what that workflow will look like when using a lead-to-account matching solution that auto-converts Leads to Contacts:

Prospect is created as a Lead in Salesforce
In real-time when the Lead is created...
- Match the Lead to an Account
- Route the Lead to the Account Owner (or other User Lookup field on the Account)
Auto-convert the Lead to a Contact into the matched Account
- Optionally, merge the Lead into an existing Contact if a duplicate is discovered