You can follow the directions below to activate and utilize Groove's Lead-to-Account matching.

Note: After configuring Lead Matching for your Salesforce org, please reach out to Support, as we need to modify your account on our end for this to work.

• Make sure you have Account Based Sales Features enabled (open the tab "Account-based Sales" on this page and enable the option "Account Status Detection."

• On the lead page layout(s), add the related list "Matching Accounts" and add these columns: Match Type, Account, Account Owner, Account Status (Inferred), Convert; then remove the New button

   

  

   

  Notice: Groove will not match leads by email domain if the Lead's email address is a free mailer domain such as gmail.com, msn.com, icloud.com, etc. Such leads will only be matched based on the company name.
  ​
  Notice: Groove will not match leads if the Lead's email address is on your domain blocklist. Such leads are considered test records.

   

  Real-time versus Scheduled Matching

   

  By default, Groove scans your Salesforce org every 60 minutes for new lead matches. If you want Groove to match leads instantly when created/updated, you can set up a process builder workflow that triggers the lead-matching job directly. To do so, follow these instructions:

   

  1. Create a process builder workflow on the Lead object

  2. Choose between the options "only when a record is created" and
     "when a record is created or edited" depends on whether you need the lead matcher to run when the Lead is created or when the Lead is updated, too.

  3. As a condition, select "No criteria—just execute the actions!" or select a condition if your process requires it.

  4. Create an "immediate action" of type "Apex" and find the Apex class "Match Lead to Account."

  5. Set the Apex variable "leadIDs" and assign the value "[Lead].id" via a Field Reference.

  6. Hit Save and Activate to enable the workflow.

     .