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Align.ly Lead-to-Account Matching, Lead Routing, and Lead Auto-Conversion

By Align.ly LLC

A simple, yet powerful lead-to-account matching, routing, and auto-convert.

Starting at $1,999   USD/company/year
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Business Need
Sales
Marketing
Data Management
Requires
Sales Cloud
Compatible With
Sales Cloud

With Align.ly Lead-to-Account, automatically match and route Leads to Accounts in real-time. View matched Leads in a related list on an Account. Optionally, auto-convert Leads to matched Accounts.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Align.ly Lead-to-Account/1.9 1.9.0
Listed On
02/24/2020
Latest Release
08/07/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.9.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/03/2025

Additional Details

Align.ly Lead-to-Account is a simple, yet flexible solution built for the Fortune 5,000,000. Don't want to blow the budget on a complex, expensive enterprise solution? Align.ly Lead-to-Account is for you. Features include: - Automatic email domain enrichment - Multi-domain support - Real-time lead-to-account matching - Match all existing Leads to aAccounts - Populate account fields on Lead based on the matched Account - Optional auto-conversion of Leads to matched Accounts - Related list of matched Leads on Account - Geography match (for when multiple Accounts use the same email domain) - Real-time Lead routing based on any User lookup field on Account - Flexible scheduling to match existing Leads to net new Accounts - Pre-populated email domain suppression list (for personal domains like @gmail.com, @yahoo.com, etc) - Ownership realignment across Leads and Contact to ensure ownership across Salesforce is always up-to-date View our Getting Started documentation at https://help.align.ly Implementation take just minutes. Get started with a 7-Day Free Trial when installing through the AppExchange (no credit card required).

Need help?

Align.ly LLC

Newburyport, MA

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