Person-to-Related Lead Matching for Concierge
Robbie Wiggins
Lead-to-Related Lead Matching routes new leads based on existing lead records with a matching email domain. The gap is that this only works when the matched record is itself a lead in Salesforce. If a contact record exists for the same domain but there's no matching lead record, Chili Piper can't find it, and the new lead gets routed incorrectly or misses the match entirely.
Chili Piper should extend domain-based matching to include Person records in Salesforce, not just Lead records, so net new leads can be routed to the correct rep based on any existing record sharing the same domain.
Without this, companies that convert leads to contacts early in the process lose the matching benefit entirely, creating routing gaps for new inbound leads from accounts already being worked.