Align.ly Lead-to-Account Matching, Lead Routing, and Lead Auto-Conversion
By Align.ly LLCData Management
- Rating
- 5.0
- Reviews
- 9
- Pricing
- Paid
- From $1,999 per company per year
- Listed since
- 2020
About Align.ly Lead-to-Account Matching, Lead Routing, and Lead Auto-Conversion
A simple, yet powerful lead-to-account matching, routing, and auto-convert.
Align.ly Lead-to-Account is a simple, yet flexible solution built for the Fortune 5,000,000. Don't want to blow the budget on a complex, expensive enterprise solution? Align.ly Lead-to-Account is for you.
Features include:
- Automatic email domain enrichment
- Multi-domain support
- Real-time lead-to-account matching
- Match all existing Leads to aAccounts
- Populate account fields on Lead based on the matched Account
- Optional auto-conversion of Leads to matched Accounts
- Related list of matched Leads on Account
- Geography match (for when multiple Accounts use the same email domain)
- Real-time Lead routing based on any User lookup field on Account
- Flexible scheduling to match existing Leads to net new Accounts
- Pre-populated email domain suppression list (for personal domains like @gmail.com, @yahoo.com, etc)
- Ownership realignment across Leads and Contact to ensure ownership across Salesforce is always up-to-date
View our Getting Started documentation at https://help.align.ly
Implementation take just minutes. Get started with a 7-Day Free Trial when installing through the AppExchange (no credit card required).
Highlights
- *** Automatically Summarize Email Domains on Account *** Align.ly Lead-to-Account automatically scans your Contacts and summarizes unique email domains on the Account. No more countless hours of tediously updating and maintaining the "Website" field.
- *** Match Leads in Real-Time *** Not only will Align.ly Lead-to-Account match all your existing Leads to Accounts, but any net new Lead will be matched and routed in real-time. No API calls, no delays, no fuss!
- *** Route Leads to the Right Sales Reps *** Route Leads to the right sales reps in real-time based on any User Lookup field on Account. Improve follow-up times and ensure no Leads slip through the cracks.
Screenshots
Image 1 of 5
Pricing
Paid, from $1,999 per company per year.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Align.ly Lead-to-Account | $1,999 per company | Yearly | 7 days |
Align.ly Lead-to-Account is priced per Salesforce organization, so there is no limitation on the number of users using the application. For more details, please visit: https://align.ly/pricing
Compatibility
- Works with
- Sales Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 3, 2025
- Languages
- English
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