Automatically converting leads to contacts in Salesforce isn't for everyone, but for a lot of organizations it makes a ton of sense and makes life so much easier. We've made is simple to match and auto-convert leads to contacts.
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.
Here's what that workflow will look like when using a lead-to-account matching solution that auto-converts Leads to Contacts:
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Align.ly Lead-to-Account for Salesforce.
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