Matching rules

Distro's matching rules route meetings to specific users based on existing CRM data, distinct from distribution rules.

Matching rules enable you to route meetings to specific users if they already exist in your CRM or if you have an account-based marketing strategy.

Examples of Use Cases:

• If an account is already a customer, you may want to assign the meeting to their customer success manager.

• If it’s a strategic account already assigned to your sales team, you may want to assign it to the right account executive.

What is the Difference Between a Matching Rule and a Distribution Rule?

A matching rule assigns the meeting to a specific user, while a distribution rule creates a round-robin or assigns the meeting based on your team's logic.

Matching Rules Can Be Used To:

• Assign the lead to the owner of an existing contact in your CRM: Distro checks in your CRM if the lead exists and assigns the meeting to the lead owner.

• Assign the lead to the owner of similar contacts: Distro looks at contacts with the same domain name and assigns the meeting to the owner of the latest similar contact.

• Assign the lead to the owner of a company: Distro checks if the company already exists in your CRM and assigns the meeting to the account owner.

How to Create Matching Rules:

1. Visit your Distro dashboard > Rules > “+New” > “+ Matching rule”.

2. Name your rule for easy identification.

3. Distro will check if a company or contact is already associated with the email submitted in your form. Choose whether you want to create a rule checking companies or contacts.

4. Then, create conditions to check on your contact or company. For example: check if the CRM owner of the contact has an account on Distro.

5. Decide who should be assigned the meeting if the rule matches: an existing owner or a specific user.

6. You can add default guests to the meeting.

7. Click on “Create Rule” and that's it. Your matching rule is created and ready to be used in a router.

Router creation

We recommend you book a meeting with your customer success manager to create matching rules and distribution rules.