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Align.ly Contact Role: Automatically Associate Contact Roles on Opportunities
Align.ly Contact Role automatically associates contacts to opportunities.
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Align.ly Contact Role enables you to automatically associate Contacts to Opportunities via the Contact Role. Create auto-association rules based on Tasks, Events, and Campaigns already logged to Contacts.
Highlights
* Fully Configurable Dynamic Rules: Admins have full control of Task/Event/Campaign Member, Contact, and Opportunity criteria.
* Task, Event and Campaign Support: Use logged Task, Event, and Campaign Member records to auto-associate Contact Roles.
* Scheduled Updates: Schedule Align.ly Contact Role to run in the background at a preferred recurring start time each day.
* Robust Reporting: Pre-built dashboard to view the number of associations by date, rule, etc.
* Full Transparency: View a list of auto-associations, date/time, and the rule that associated them.
* Association Removals & Overrides: Easily remove an auto-associated Contact Role and prevent it from associating again.
Provider Details
Align.ly LLC
Newburyport, MA
Pricing Details
Free
You can fully use this solution without payment.