Automate Lead-to-Account Matching
Better align your sales and marketing processes by building and automating a strong lead-to-account matching process with Syncari’s data automation platform.
Better align your sales and marketing processes by building and automating a strong lead-to-account matching process with Syncari’s data automation platform.
No-code data automation
Head of Marketing Operations
Syncari has given us the option to not have Salesforce as the center of our data universe. Now, any component can be at the center. And to me, that alone is worth its weight in gold.
Define precise match rules to ensure complex parent-child hierarchies and duplicate or complex accounts are handled the way your business logic requires.
Implement any routing strategy — round-robin, territory-based, account-based — using a simple interface and step-by-step guides to build, track and update complex routing flows in near-real-time.
Dedupe leads based on your required logic, from standard fields like email to custom logic like account geography. Enforce winning record criteria with field-level controls for what stays and what goes.
Enrich any field from multiple data providers, like Clearbit for Leads and ZoomInfo for accounts, and sync the result across your tech stack.
