smart lead-to-account matching for salesforce
a self-serve solution for cleaner lead management and stronger account-based execution
LeadMatch helps your team connect Leads, Contacts, and Accounts into one clearer operational view. By matching every Lead to the right Account using smart criteria, it supports cleaner lead management, stronger data quality, and a more complete foundation for account-based Marketing and Sales.
the challenge
Many teams work with disconnected lead and account data, which creates unnecessary manual effort and weakens the quality of routing, reporting, segmentation, and account-based execution. When Lead records sit outside the right account context, Marketing and Sales lose visibility and spend more time managing workarounds than moving opportunities forward.
LeadMatch helps solve that by linking Leads to the right Account earlier and more reliably, creating a more complete and actionable customer view.
how it works
LeadMatch is a packaged solution built for Salesforce teams that want to improve how incoming Leads are matched, assigned, and operationalised. It automates a process that is often handled manually or inconsistently, helping teams create a stronger foundation for both day-to-day lead management and more mature ABM execution.
key features
smart matching logic
Auto-summarises the most commonly occurring email domain across Contacts within an Account to use as the main matching criteria.
Apply up to four additional criteria to refine matching, such as Country, Industry, or other relevant attributes.
Execute matching only against selected Account record types.
control + accuracy
Add an unlimited number of personal or generic email domains to exclude from matching.
Improve precision by avoiding weak or misleading domain-based matches.
workflow automation
Automatically assign matched Leads to a single named user or dynamically using matched Account-level information.
Automatically convert matched and assigned Leads into Contacts within the matched Account.
the benefits
At a practical level, LeadMatch helps organisations:
➤ Match Leads to the right Account more reliably.
➤ Improve the consistency of lead handling.
➤ Strengthen data quality across Marketing and Sales.
➤ Support more informed segmentation, routing, and reporting.
➤ Create a better operational base for account-based growth.
launch offer: 50-for-50
To celebrate the launch of LeadMatch on the AppExchange, the first 50 customers to sign-up will receive the app for just $50 per org per month for the first 6 months*. Secure enterprise-grade Lead-to-Account matching at a special launch price before standard pricing applies^.
^Standard price of $80/org/month applies to all new customers once 50-for-50 offer is fully allocated