Auto Match

Auto Match keeps matching new records in the background and lets you know when new matches reach the threshold you set. Nothing merges on its own: you decide whether to merge each match, send it to Manual Review or reject it.

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At a glance

Works with: HubSpot, Salesforce, Pipedrive, Close, Nimble, Google Contacts and CSV files
Included in: Every plan, and in full in the 7-day free trial
What it does: Matching new records automatically until they hit your threshold

How Auto Match works

Turn it on for a Duplicate Search

Auto Match keeps running that search as new records sync.
Set your threshold

Choose how many new matches it takes before you get notified.
Get notified, then decide

Open the new matches and merge them, send them to Manual Review or reject them.

Auto Match or Auto Merge?

Both keep finding new duplicates. The difference is who makes the call.

	Auto Match	Auto Merge
What it does	Finds new matches and notifies you	Finds and merges new matches on a schedule
Who decides	You, match by match	Your settings: match options, Merge Rules and schedule
Best for	Duplicates that need a look first: similar names, shared emails, key accounts	Duplicates you always merge the same way: exact emails, repeat form fills
A good fit when	You want control over every merge without keeping track of new matches all the time	You know how every match from a search should be merged

See Auto Merge

Good to know

Nothing merges on its own. Auto Match only finds and notifies. Every merge is your decision.
It follows your search. Auto Match uses the fields, match types and filters of the Duplicate Search it's on.
It works in the free trial. Try Auto Match in full on your own CRM.
Safety Settings still apply. Matches with too many records or example data go to the Excluded tab, as in any search.
Everyone is notified by default. Anyone in the account who doesn't need the alerts can turn them off in the Notifications menu.