Best Lead-to-Account Matching and Routing Software for Salesforce
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Compare the Top Lead-to-Account Matching and Routing Software that integrates with Salesforce as of December 2025
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This a list of Lead-to-Account Matching and Routing software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What is Lead-to-Account Matching and Routing Software for Salesforce?
Lead-to-account matching and routing software is a type of software used by organizations to identify leads, connect them with the proper accounts, and route leads quickly and accurately. It helps streamline processes for sales teams by eliminating manual tasks such as data entry or sorting leads. This software can also be used to customize lead routing rules based on different criteria such as geography, company size, or industry. With this type of software, companies are able to efficiently allocate resources and manage customer relationships. Compare and read user reviews of the best Lead-to-Account Matching and Routing software for Salesforce currently available using the table below. This list is updated regularly.
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1
LeanData
LeanData
LeanData’s GTM Orchestration Platform helps B2B teams simplify complex processes, connect siloed tools, and take faster action across the entire buyer journey. With no-code automation and node-level integrations, LeanData makes it easy to match, route, assign, and schedule leads — while adapting to changes in your strategy, tech stack, or territory design. Trusted by companies like Nvidia, Cisco, and Palo Alto Networks, LeanData empowers GTM teams to operate with speed and precision — capturing more revenue, improving conversions, and delivering better customer experiences from first touch through closed-won and beyond. -
2
boberdoo
boberdoo
boberdoo.com is a SaaS solution for the lead generation industry. Whether you're new to lead generation and looking to automate your business or a lead gen veteran looking to maximize your revenue-per-lead, boberdoo is here to help. boberdoo has been innovating and improving the lead generation industry since 2001. boberdoo serves all stakeholders in the lead generation industry, from providing innovative tracking, routing and automating solutions for traditional lead companies to A.I. models for sophisticated lead buyers. There are enough things to worry about in the lead industry. Your lead distribution software shouldn't be one of them. -
3
Calendly
Calendly
Calendly is a scheduling automation platform that helps individuals, teams, and enterprises book meetings without the back-and-forth emails. Share custom booking links, set availability preferences, and automate reminders, follow-ups, and calendar syncing. Calendly supports one-on-one, group, collective, and round robin scheduling, with smart features like buffer times, time zone detection, and meeting caps. Integrate with Google, Outlook, Office 365, Zoom, Microsoft Teams, HubSpot, Salesforce, Slack, and more to embed scheduling into your existing workflow. Calendly helps entrepreneurs, sales, marketing, recruiting, customer success, and professional services teams save time, reduce no-shows, and improve the client experience. Built for flexibility and scale, Calendly offers admin controls, reporting, and enterprise-grade security. Sign up for free and simplify your scheduling today—no credit card required.Starting Price: $10 per user per month -
4
Demodesk
Demodesk
Demodesk is the #1 customer meeting platform for sales and success teams. We empower customer-facing reps to become top performers – by guiding them in real-time, automating non-selling tasks and engaging customers on a whole new level. Demodesk automatically loads the perfect playbook into every customer meeting – guiding reps with the right slides or web apps to present, talk tracks and battle cards on the spot. Sales teams can automate non-selling tasks from scheduling, meeting preparation, CRM documentation to follow-up. Our breakthrough screen sharing technology makes meetings truly interactive and lets customers interact with the software during the meeting. AI-based insights help sales leaders understand what's happening in the call, understand what works and coach teams in a world where everyone works from anywhere. Demodesk seamlessly connects with your entire tech stack including G Suite, Microsoft Office, Salesforce, Hubspot, Pipedrive, Gong and many more.Starting Price: $49/month/user -
5
TrackDrive
TrackDrive
Trackdrive powers inbound and outbound conversations with your leads. Communicate using Telephone Calls, SMS, Emails, Integrations, and more. Powerful call analytics provide insight into conversions from online and offline sources. Measure call conversions from online and offline marketing campaigns. Track traffic sources, URL keywords, and custom tokens. Automatically schedule contact with leads. Convert leads to calls by sending SMS, emails, and placing outbound calls. Configure Call Center Agents to handle your inbound and outbound calls with consumers all from within TrackDrive. Automatically forward calls to buyers that earn you the most. Allow your buyers to compete for your calls using Real Time Bidding to increase their flow of calls. Trackdrive integrates with many third party systems. Connect your account to Zoho CRM, AWS S3, Cake, Google Adwords, HasOffers, Infusionsoft and more. -
6
RealZips
RealScenario
RealZips is a global territory management for Salesforce. The app provides geographic structure to all Salesforce data, based on zip codes, postal codes and partial postal codes. This empowers sales and customer service teams to easily find market potential in every area, and run laser-focused marketing and sales activities.Starting Price: $25.00/month/user -
7
Syncari
Syncari
Syncari, a leader in data unification and automation, is modernizing enterprise master data with its innovative Autonomous Data Management platform. Syncari is revolutionizing how enterprises handle data by ensuring comprehensive accuracy, centralized governance, and democratized access. This approach facilitates near real-time decision-making and AI integration, enhancing observability and operations across multiple domains. By accelerating the speed to business impact, Syncari enhances decision-making capabilities and empowers organizations to fully leverage their data for substantial value extraction. Syncari ADM is one cohesive platform to sync, unify, govern, enhance, and access data across your enterprise. Experience continuous unification, data quality, distribution, programmable MDM, and distributed 360°. -
8
PowerRouter
PowerRouter
Focus on what matters the most for your business i.e. closing more deals faster. Ensure every lead has the best chance to convert by routing it to the right rep on your team. Your prospects and your team members deserve no less Match leads to accounts and then route leads to teams You can close faster when your reps reach out to your prospects the fastest. Don’t lose revenue because your leads got stuck in the cracks – Follow up fast, Win more. Assign leads as they come – to your SDR team, account executive or CSM by matching leads to your named accounts in real-time. Convert them while they’re hot. Speed to lead is the key to Conversion Reps, Reps & More Reps Visual Canvas to build flows easily Easy Drag and Drop interface to manage workflows in real-timeStarting Price: $15 / user / mo -
9
Distributely
Distributely
Save time, sell more, and delight your customers with Distributely, the world's only lead and ticket routing app built for HubSpot. Distributely's rules-based engine allows you to assign leads and support tickets based on criteria like availability, location, or expertise, all without manual routing or overlapping workflows. A seamless integration with HubSpot workflows allows you to use Distributely to complement your existing lead follow-up and customer service processes. Unlike any other app, Distributely is designed for scaling businesses on HubSpot. Simple to set up in minutes and powerful enough for enterprise sales and service teams, Distributely enables leaders to focus less on repetition and more on rep performance. Distributely takes minutes to set up, is simple to use, and is backed by an elite HubSpot solution partner with industry expertise across marketing, sales, and operations.Starting Price: $100 per month -
10
Bluebird
Bluebird
Bluebird is the revolutionary lead management system designed specifically for global companies with sales partner networks and demand generation programs. With Bluebird's proprietary and secure cloud-based technology, enterprise clients experience clarity and efficiency between marketing programs and distributed sales efforts. As a stand alone system or integrated into existing tech stacks, Bluebird ensures every campaign proves ROI, pursuit enablements are optimized, and sales cycle conversion rates improve. Some of the world’s top IT providers, manufacturers, real estate organizations, and financial services companies rely on Bluebird, which now routes more than 1 million quality leads annually to over 30,000 sales team members and partners for over 300 enterprises. Complicated workflows are made easy with seamless maintainability and deployments guaranteeing go-to-market programs, scalability, and high network adoption without the hand holding. -
11
Chili Piper
Chili Piper
Chili Piper Meetings is a suite of automated scheduling tools that help revenue teams convert more leads into qualified meetings, faster. Our intelligent Concierge product offers a simple way for prospects to book a meeting or start a phone call immediately after submitting a form on your website. Unlike the traditional method of inbound lead management, Chili Piper uses smart rules to qualify and distribute leads to the right reps in real time. Our software also allows companies to automate lead handoff from SDR to AE and book meetings from marketing campaigns and live events. Companies like Square, Twilio, DiscoverOrg, Spotify, and Forrester use Chili Piper to create an amazing experience for their leads, and in return, convert double the amount of leads into held meetings.Starting Price: $15/month/user -
12
Fullcast
Fullcast
Experience the impact of the AI-enabled, no-code platform for capacity planning, territory and quota management, routing, performance-to-plan tracking, and more! Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. -
13
Round Robin Distributor
Mirketa
Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.Starting Price: $169/company/month (10 users) -
14
LeadAngel
LeadAngel
LeadAngel smart-matches incoming leads with existing accounts and distributes leads among your sales team using the most powerful & flexible lead routing and lead matching algorithm available. We as a team helps your business to drive sales with the automated lead management. The application offers data standardization, fuzzy matching, lead segmentation, Contact Routing and Account Routing and lead to account matching in a user-friendly interface with smart drag or drop options. The solutions are built with API's to help you leverage everything our platform has to offer. Eliminating duplicate leads, merge with existing contacts, and removing redundant accounts with LeadAngel’s powerful data cleanup engine and track the entire procedure with LeadAngel's reporting where each and every step is visible. Further optimize your sales funnel with tools such as auto conversion of leads into contacts if a matching account is found. -
15
ZoomInfo Operations
ZoomInfo
Get the best B2B commercial data delivered on your terms, accessible, flexible, and primed to accelerate your business. Our best-in-class match rates, match accuracy, fill rate, and fill accuracy combine for data reliability that’s 10x better than the alternatives. Identify customers across channels and infuse your CRM, MAP, cloud data warehouse, or other systems of record with the most accurate and actionable data. Tap into our global database of companies from the smallest ‘mom and pop’ to the global enterprise covering firmographics, hierarchies, and technographic, all built using our patented technology. Go beyond just company data to get the full customer picture with the world’s best contact data, streaming intent, and scoops, all from one platform. Integrate comprehensive B2B data into any system or workflow, in the format of your choice through cloud data shares, APIs, flat files, or orchestration apps. -
16
RevenueHero
RevenueHero
Make the most of the critical high-intent a lead exhibits during form-submit. Connect qualified leads to the right sales rep directly from the website, through instant scheduling. RevenueHero reduces the sales cycle, connects your high-intent website visitors to the right rep, and drives more pipelines for you. You need to spot your best leads instantly, not hours after qualifying every form-fill. You need one-click scheduling directly on the website, not multiple threads on email. You need to connect leads to the right reps without redirecting them again and again. With instant qualification, your best customers will never slip through the cracks. Save time on manually qualifying leads and assign the right reps to your most valuable prospects. Qualify leads in one second and drive booked meetings instantly. Automatically match leads to the right sales rep to shorten sales cycles. Ensure immediate connect and quicker sales conversations.Starting Price: $35 per month -
17
Gradient Works
Gradient Works
You can’t book meetings if you're engaging the wrong accounts. You need to dynamically distribute the right accounts at the right time. Increase sales efficiency by finding the black holes in your CRM and focusing reps on accounts that will convert, and move to dynamic books. It's time to move away from static territories to something more resilient and flexible. That's where dynamic books come in. We’ve owned a number and we’ve been in the RevOps trenches. We know what high-performance sales teams need because we’ve been there. Learn more about dynamic books, and how they provide a true alternative to static territories. Get our free guide to dynamic book management. Assignment of any built-in or custom object. Adaptive round-robin logic based on weight, capacity, and availability. Logging, audit history, and reporting, with all dynamic book management functionality, premium onboarding, and support.Starting Price: $200 per month -
18
Align.ly
Align.ly
We craft simple, intuitive Salesforce applications to help B2B RevOps teams support sales and marketing with scalable, predictable growth. RevOps is all about doing more with less while keeping your tech stack simple and scalable. Align.ly's Salesforce apps help RevOps teams deliver on these goals. RevOps teams have to wear many hats and deliver on many mission-critical aspects of the business. As marketing generates high-quality leads, Align.ly lead-to-account can help match, route, and auto-convert those leads to ensure sales follow-up within minutes. Accurately match leads to accounts in real time to ensure proper ownership and quick sales follow-up of your leads. Instantly match and route Leads in real time to the proper account owner. Accurately measuring B2B marketing attribution is a difficult problem to solve. Accurately measure every touch from every contact in your customer's buying journey.Starting Price: $149 per month -
19
Plauti
Plauti
A complete data management platform native to Salesforce and Microsoft Dynamics. Verify, deduplicate, and unify siloed data. Execute smart single-click actions and intelligently assign any record, all within your CRM. Plauti is a Salesforce-native data management platform designed to ensure your customer data is accurate, complete, and actionable. It offers a seamless integration with Salesforce to verify, deduplicate, manipulate, and assign records automatically, empowering your teams to make faster, smarter decisions. Plauti’s end-to-end data orchestration ensures that your records are validated and routed correctly, enabling businesses to trust their CRM data at every stage of the record’s lifecycle. With Plauti, you can automate processes, maintain data integrity, and deliver better results without relying on external tools. -
20
Default
Default
Say hello to your new favorite inbound platform. Connect your website, build your workflow, and accelerate your pipeline. Powerful, drag-and-drop inbound lead platform with forms, scheduling, qualification, routing and reporting. Best-in-class scheduling that books meetings, routes leads, and updates your CRM in milliseconds. Route, update, or merge leads from your website to your CRM with full visibility into who’s routed where, and why. Elegant, conversion-optimized forms that auto-enrich leads upon completion and plug right into your website. Scale, improve, and adjust your go-to-market workflows with one integrated platform. Build a predictable inbound go-to-market strategy with enhanced lead qualification & segmentation. Streamline your team’s inbound lead management with workflows tailored to your core ICPs.Starting Price: $250 per month -
21
Tray.ai
Tray.ai
Tray.ai is an API integration platform that allows users to innovate, integrate, and automate organization with no developer resources needed. Tray.io enables users to connect their entire cloud stack on their own. With Tray.ai, users can easily build and streamline processes with a specifically designed visual workflow editor. Tray.io also empowers the users' workforce with automated processes. The intelligence powering the first iPaaS that everyone can use to complete business processes using natural language instructions. Tray.ai is a low-code automation platform designed for both non-technical and technical users to create sophisticated workflow automations that facilitate efficient data movement and actions across multiple applications. Our low-code builder and new Merlin AI transform the automation process by bringing together the power of flexible, scalable automation; support for advanced business logic; and native generative AI capabilities that anyone can use. -
22
Traction Complete
Traction Complete
Join hundreds of customers that are feeling the impact of connected account hierarchies and powerful assignment. It’s time for a speed-to-lead revolution. Powerful and flexible lead assignment built for enterprise. Clean, connected account hierarchies are now possible with the first automated account hierarchies solution for Salesforce. Join the speed-to-lead revolution and watch your team make game-changing strides in their lead response times. Create the perfect symphony of movement between your data, sales reps, and revenue teams. With Complete Leads, you’ve got the most powerful, automated lead-to-account matching and routing solution on your side. Join the speed-to-lead revolution and begin to realize your revenue potential. But hey, don’t take our word for it, our customers say it best. When 50% of potential buyers choose the vendor that responds first, you need to be first. With enterprise level features designed to help you speed up, you can. -
23
Leadspace
Leadspace
Connect the dots between companies and people with the leading B2B Customer Data Platform. Drive true Customer Obsession with Leadspace CDP. All the data you need to understand your customers - accurate & in real-time, in a single place. Artificial Intelligence (AI) that transforms data into clear next-step recommendations, including who to target, how & when. Turnkey integrations into Sales, Marketing & Digital Ad platforms to ensure omni-channel execution & alignment. Leadspace CDP lets you focus on driving effective Marketing & Sales, instead of spending your time managing data. -
24
CaliberMind
CaliberMind
CaliberMind is the GTM Intelligence and Multi-Touch Attribution platform for enterprise marketers seeking to make data-driven decisions. The platform solves the critical challenge of fragmented and siloed data by unifying disconnected marketing and sales engagement signals into a single, reliable view of the buyer journey. By connecting prospect activities directly to outcomes, CaliberMind delivers a complete picture of go-to-market performance attributing it to the hard unit of measure that business cares about - the revenue dollars. Our AI-assisted reporting features leverage this unified data foundation to streamline creation of role-based dashboards and aggregation of buyer journey summaries, turning data chaos into clear, actionable insights. This empowers marketing teams to confidently prove their impact, optimize campaign performance, and shift their focus from manual reporting to making the strategic decisions that drive predictable revenue. -
25
Adobe Marketo Measure
Adobe
Prove and improve impact with unmatched visibility into marketing performance. What is working and what isn’t? That’s the question every marketer needs to be able to answer. And it’s exactly why every B2B marketing team needs revenue attribution. Beyond just clicks and leads,Adobe Marketo Measure gives marketers unmatched visibility into their true impact on the bottom line. With attribution that measures every touchpoint in the customer journey—digital and offline, paid and organic, marketing and sales—accurately identify which channels and campaigns deliver the most revenue and highest ROI. Dealing with disparate data is frustrating.Adobe Marketo Measure automatically connects and unifies your data, so you can spend more time acting on insights and less time on tedious tasks. Get accurate data without the pain of broken spreadsheets and duplicate conversion counting. When it comes to attribution models, one size doesn’t fit all. -
26
Sugar Market
SugarCRM
Sugar Market is transforming how mid-sized marketing teams reach audiences and measure success throughout the buyer journey. Attract more visitors to your website and gain visibility into how they interact with digital assets. Capture leads by creating conversion-focused landing pages, emails and forms with intuitive, drag-and-drop builders. You can qualify those leads with multi-step nurture campaigns and sophisticated lead scoring models. Leverage your marketing automation platform to drive alignment with sales by handing off only the most qualified leads. With Sugar Market, you can easily uncover which tactics are working—and where improvements are needed—to refine campaigns and constantly deliver results. It’s the all-you-need marketing automation solution built to work for you. With a curated toolset that includes highly intuitive campaign builders, advanced automation and superior reporting, Sugar Market focuses on what matters most to marketers. -
27
Track
Track
Track automates qualification, routing, scheduling, and follow-ups for your inbound leads so that your sales team can focus on closing them. Get meetings with high-intent leads faster. Easy shortcuts & snippets to 2x your sales team productivity. Use customizable and branded forms or integrate with Typeform. Round Robin Routing to the apt lead, instant scheduling with reminders via email, WhatsApp, etc. Quick response time with support and feature requests. Get instant lead routing, faster speed-to-lead, and reduced time-to-meeting. Optimize win rates with instant qualification of leads and efficient lead routing to the right sales rep. Increase speed-to-lead, and reduce time-to-meeting. Track supports scheduling across geographies, and complex routing flows, including territory-based routing with ease. Increase pipeline velocity and have better win-rates. -
28
Lead to Account Matcher
Eustace Consulting
The Lead to Account Matcher (L2A) is a Salesforce application aimed at assisting teams that use an Account-Based Marketing (ABM) strategy, streamlining the process of relating leads and converting leads into existing accounts in your database. We offer this tool as a one-time fee; no subscription is required. If you have leads coming into your Salesforce org for companies that already exist as accounts, using our fuzzy logic matching, we can match to an account, even when the name is not entered exactly the same. When converting a lead to an account, our matcher also looks for matching leads that exist for the company and allows you to bring over all or none of them, with a click. Because our Lead to Account Matcher is built using custom settings, we give the ability to change matching thresholds, eliminate specific words from the matching algorithm, and change what fields are displayed on the matching layout. All are done through user configuration, no code is required. -
29
Terminus
Terminus Software
We Power High-Performing Go-to-Market Teams™ Transform how your company generates revenue. Terminus is for sales and marketing teams who care more about generating revenue than generating leads. The foundation of Terminus is our Data Studio. There you can easily understand and prioritize the right targets through firmographic, intent, engagement, psychographic and relationship data. Terminus lets you deliver personalized messages to the right audiences no matter where they are. Orchestrate consistent experiences across display and social advertising, chat, email, and web personalization. Terminus keeps your go-to-market teams aligned from the first touch all the way through renewal and expansion by seamlessly pulling together all of your account data. Automatically alert sales to meaningful engagements, centralize account information, and deliver better pipeline prediction to accelerate opportunities. -
30
Caddie
Caddie
Book more sales meetings, reduce friction to capture leads, qualify, route, and schedule with the right sales rep. We cut friction in your buyer journey and drop-off goes away. On average, teams lose 39% of leads due to slow qualification and poor experience with SDR/BDRs. Say goodbye to friction and fast-track your best leads. Instantly route deals based on complex conditions. Cut steps, cut friction, and cut the emails getting in the way of your sales meetings. It’s super easy to get started. Simply drop Caddie on your website, connect your calendar, and watch conversion skyrocket. Plug the leaky inbound funnel and boost conversion by 50%+. Capture all the insights you need without hurting conversion or lifting a finger. Simply build your qualification track and let buyers self-qualify. Capture everything you need to qualify leads. Robust features designed to help you scale.
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