All Categories
Platform
Account Matching & Assignment

Account Matching & Assignment

Accurate & flexible account matching and record assignment automation.

💡
Champify’s native orchestration ensures Champify records match to the right accounts & assign to the right reps. This is crucial for teams without a dedicated routing tool, however, can be customized to complement or flow directly into your existing automation.

Overview

This loom reviews how Champify can match both leads and contacts to the right accounts — with precision and without duplicates.

 

Details - Standard Account Matching

💡
Can match contacts directly to accounts, or match leads to accounts via an account lookup field.

When Champify detects job changes for your tracked contacts, it will either update existing records or create new ones in your Salesforce. If the contact for a qualified job change already exists, Champify will enrich that record rather than creating a new record. When creating new contacts, Champify will select the account that is the best match. Below is the logic used to select the best match:

 
  1. Collect all accounts that have a matching name, matching company domain, matching LinkedIn company URL, other contacts with the same email domain.
  1. Prefer the following data points for exact matches:
    1. LinkedIn URL
    2. Name
    3. Website
  1. If no single exact match is found, rank with the tie-breakers:
    1. Prefer accounts with any opportunities
    2. Prefer the account with the more recent activity date
    3. Perform a Levenshtein distance check with the enriched company name—the account with the lower Levenshtein distance wins.
    4. Lastly, prefer accounts owned by non-integration users
  1. Select the top-ranked account in the ordered list
 

Details - Matching Calendar Contacts

💡
Champify adds additional steps to our matching logic for Calendar Sync. Below are the complete steps for selecting the best account match, with additional steps unique to Calendar Sync bolded
  1. Collect all accounts that have a matching name, matching company domain, matching LinkedIn company URL, other contacts with the same email domain, or other contacts in the account associated with an event.
  1. Prefer the following data points for exact matches:
    1. LinkedIn URL
    2. Name
    3. Website
  1. If no single exact match is found, rank with the tie-breakers:
    1. Another contact in the account in the synced event
    2. An opp was open during the event in this account
    3. Prefer accounts with any opportunities
    4. Prefer the account with an owner that’s the same as the event.
    5. Prefer the account with the more recent activity date
    6. Perform a Levenshtein distance check with the enriched company name—the account with the lower Levenshtein distance wins.
    7. Lastly, prefer accounts owned by non-integration users
  1. Select the top-ranked account in the ordered list
Did this answer your question?
😞
😐
🤩

Last updated on October 25, 2023

SFDC Fields & Default Mappings Opp Contact Role Matching