Advanced matching allows you to route leads accurately using multiple custom properties, such as those from leads, contacts, and accounts. Here’s how you can configure advanced matching in RevenueHero for Salesforce.
Multi-condition advanced matching to route leads
1. Log in to RevenueHero and navigate to Settings > Matching Rules.
2. Set up conditions using fields from Salesforce objects, such as:
a. Company Name: Match the company name (e.g., “TechCorp”).
b. Location: Specify a location (e.g., “London”).
c. Industry: Filter by industry (e.g., “Financial Services”).
3. Add conditional logic. For instance, combine conditions using “AND” or “OR” logic to create precise matching criteria.
Once set up, RevenueHero will:
✔️ Identify matching Salesforce accounts based on your defined conditions.
✔️ Filter accounts using the criteria provided.
✔️ Route leads to the appropriate owner or team.
Who can use this feature?
Salesforce integration with RevenueHero is available on all
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