Align.ly Contact Role
Automatically Associate Contact Roles on Opportunities
By Align.ly LLC
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Free
- Listed since
- 2024
About Align.ly Contact Role
Align.ly Contact Role automatically associates contacts to opportunities.
Align.ly Contact Role is a simple, yet powerful native Salesforce application that automatically associates Contacts to Opportunities via the Contact Role.
Is asking the sales team to update Contact Roles on Opportunities not the best use of their time? Want to make sure the full buying team is on every Opportunity? Align.ly Contact Role is the answer.
Align.ly Contact Role gives you full control by allowing you to define granular contact role association rules. The average implementation of Align.ly Contact Role sees better than a 100% increase in their Contact Role coverage on their Opportunities.
Highlights
- * Fully Configurable Dynamic Rules: Admins have full control of Task/Event/Campaign Member, Contact, and Opportunity criteria.
- * Task, Event and Campaign Support: Use logged Task, Event, and Campaign Member records to auto-associate Contact Roles.
- * Scheduled Updates: Schedule Align.ly Contact Role to run in the background at a preferred recurring start time each day.
- * Robust Reporting: Pre-built dashboard to view the number of associations by date, rule, etc.
- * Full Transparency: View a list of auto-associations, date/time, and the rule that associated them.
- * Association Removals & Overrides: Easily remove an auto-associated Contact Role and prevent it from associating again.
Screenshots
Image 1 of 5
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 9, 2024
- Languages
- English