AutoPlay Contact Matching Rules
AutoPlay has an intuitive process to attempt to match a contact when a lead is electronically ingested from a lead source.
The rules apply to
- Leads from API sources
- Leads from Email Sources
- Leads from Internal Lead Allocation
As of the 22.10.1 Release an account is now able to apply a more stricter matching policy to the contact matching process. This step sits above the default settings, and if the contact does not match this applied rule then it will fall back to the default work flow (attached to this article)
A new option is available in My Company settings that will allow an account-level rule to be placed above the default Contact matching rules. By default, the existing contact matching rules will apply unless another option is set
- Mobile and Email and one Name field (Name includes Company Name)
- Mobile or Email and one Name field (Name includes Company Name)
- Mobile and Email only
- Mobile or Email only
Contact Matching drives the Possible Duplicate Lead warnings and also the Match Leads to Similar Leads setting.
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