RevOps
Lead-to-Account Matching
Auto-match inbound leads to the right accounts and owners with explainability. Keep Salesforce and HubSpot in sync with routing rules and a full audit log.
Signals
Salesforce, HubSpot
Outputs
Matched lead, Routing decision, Audit log
Cadence
Real-time
01. Ingest
Capture leads
New leads arrive from forms, events, or imports; enrichment options apply if available. Duplicates are flagged.
02. Match
Find the right account
Deterministic and fuzzy logic match to accounts; confidence score and explanation included for review.
03. Route
Assign ownership
Territory and round-robin rules route leads. Slack alerts notify owners with next best actions.
04. Log
Maintain the audit trail
Every decision is logged back to Salesforce with reason codes and the ability to override when needed.
Integrated systems
Tribble honors your routing and ownership rules.
Value delivered
No loose leads. No shadow rules.
- Faster speed-to-lead: real-time routing to the right owner.
- Consistent attribution: match and routing records are always auditable.
- Cleaner CRM: fewer duplicates and better account hygiene.
- Governed overrides: human approvals captured with reasons.
Customer proof
“We finally have one place to see why a lead went to a rep. Audit logs put an end to internal debates.”
RevOps Leader
Next steps
Automate lead-to-account matching.
Connect Salesforce and HubSpot, codify rules, and go live with an explainable matching flow.