Syncari for Lead to Account Matching
Align sales and marketing to boost productivity and win ratesRequest a Demo Watch Video
Normalize data and match leads to accounts in your CRM based on your specific business logic, not what your vendor prescribes.
Build complex routing flows for leads, contacts, accounts and opportunities with no-code functions.
Enrich leads with matched account information such as industry or revenue and tailor sales and marketing outreach.
I originally came to Syncari to replace the native sync between Hubspot and Salesforce. Since then I've also added really cool functionality for lead routing, scoring, lead-to-account matching all with automated slack alerts. Syncari is a game-changer!
Director of Digital Marketing Operations at Certent
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.
Sourced from conversations with 100+ operators at dozens of companies, this step-by-step guide delivers practical guidance for your data journey.Get the Guide >
During this 30-min product demo, we’ll show you how to continuously measure and improve your data health with Syncari.Watch the Webinar >
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