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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.
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.
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.
Visit your Distro dashboard > Rules > “+New” > “”.
Name your rule for easy identification.
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.
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.
Decide who should be assigned the meeting if the rule matches: an existing owner or a specific user.
You can add default guests to the meeting.
Click on “Create Rule” and that's it. Your matching rule is created and ready to be used in a router.
We recommend you book a meeting with your customer success manager to create matching rules and distribution rules.
Distro's matching rules route meetings to specific users based on existing CRM data, distinct from distribution rules.