Lead matching

rules in Salesforce

simplified

Match every lead to the right sales or account rep while keeping your Salesforce data clean.

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Trusted by top Revenue leaders

The easiest and most efficient way to manage Salesforce matching rules

Improve your speed-to-lead and conversion rates overnight

Flexible Group Management

Create an unlimited number of groups based on any criteria

Powerful Assignment Rules

Create rules that connect the right lead with the right person instantly

Seamless Deduplication

Design deduplication rules for any combination of leads, contacts, and accounts

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Native lead matching rules in Salesforce, for any object

Speed up your pipeline with Sweep’s suite of lead routing, matching and dedupe tools. Simplify your approach to lead matching rules in Salesforce while creating and managing groups, territories, and assignment rules that work for you.

Create an unlimited number of groups

Create groups based on roles, territories, customer segments, or product categories. Set individual and group limits for lead allocation, ensure fair and balanced distribution through weighted round robin, manage team availability effectively by scheduling vacations and snoozing activity for specific periods.

Customize lead matching rules in Salesforce with ease

Manage all of your lead matching rules in Salesforce with ease. Improve visibility by keeping all of your assignment rules, round-robin groups, territories, and dedupe and matching rules in one place.

"Sweep has helped us unlock the full potential of Salesforce without limitation"

Nick Martinez Revenue Operations Manager

"I want to ‘Sweepify’ my whole Salesforce instance"

Elizabeth DiRusso Revenue Operations Mnaager

"Building Smarter and Faster"

"Exceptional Lead Management and Automation"

"Sweep has helped us unlock the full potential of Salesforce without limitation"

"I want to ‘Sweepify’ my whole Salesforce instance"

"Building Smarter and Faster"

"Exceptional Lead Management and Automation"

Improve and maintain your data hygiene

Sweep’s easy-to-configure deduplication rules can be used for any combination of leads, contacts, and accounts. Never worry about lead matching rules in Salesforce again: Create any logic that suits your business, leverage advanced features for full flexibility, and deploy it to your Sandbox or to Production in seconds.