Install RingLead as a managed package into Salesforce to prevent duplicates and unstandardized data from being entered via manual entry.

Dupe alerts notify users as they type new records into Salesforce if there is a matching account, lead, or contact so records can be updated BEFORE the duplicate is created.

Salesforce and other data quality vendors can only dedupe and alert admins after the record is created.

With the RingLead API trigger, you can standardize, dedupe, enrich, and validate records any time they are created or modified in your CRM and connected systems.

This ensures that all of your connected systems have the data they need in the right format for your company to optimize digital capabilities.

Take advantage of best practice templates to customize update actions when an incoming record matches an account.

The criteria you set up will either autolink the matched lead to the account, auto convert to a contact and even auto create opportunities and accounts.

Automate deduplication and orchestration BEFORE records enter your CRM from inbound Web Submissions. Preventing duplicates and updating existing records eliminates all issues caused like auto-response and email notifications triggered by the duplicate being creating, then merged.
RingLead’s Web Submission module allows matching on any standard and custom field, and allows you to have complete customization of how the incoming data is inserted without losing any valuable data.

Standardize incoming records to fit your unique business requirements as records are created or modified.

This ensures that incoming data is correct, and in a format that is able to be immediately operationalized by your routing workflows, segmentation logic, and other automation technologies.

The List Import Module allows you to seamlessly import data with confidence from list files into your Salesforce while ensuring that no duplicate, incomplete, and unstandardized data enters.

A drag-and-drop interface allows you automatically map list files to align with your existing dataset, which can be customized to your specific business requirements and saved for future recall.

Take advantage of customizable best practice templates to seamlessly configure how the values from the list update and append data to your existing leads, contacts, and accounts and custom objects.

Easily create custom criteria that assign Salesforce tasks to owners of new and matched leads, contacts, and accounts in all RingLead prevention modules.

Salesforce campaign membership and complex routing workflows are able to be assigned to incoming records within the RingLead platform.

Designed for citizen data managers, real-time prevention is easy to set up and does not require development support. Immediate time-to-value with best practice templates that guide you through the process of defining fuzzy matching criteria to detect duplicate records across any scenario.

In addition, it helps you build multiple scenarios for which incoming data should be inserted into your existing dataset, in accordance with information on the incoming record and matched existing record.