Account / Company Matching
The ability to assign a contact to an existing account and/or create a new account and contact are an integral part of built-in Riva automation logic when email tracking or SmartConvert occurs.
When you archive an email to any of the Riva Drop Folders, Riva checks to see whether the contact and/or account exist in the CRM based on the recipients' email addresses and email domains.
Following are the details about the three key criteria that are used when matching contact and accounts in the CRM: Contact, Company Name, and Internet domain name.
When Riva does not match a contact email address in the CRM:
Note: In conditions when the Company Name is empty or not available and only the contact email address is available, lookup #1 is skipped.
Various advanced options are available to alter the matching process.
Modified Contact Detected
When Riva detects that an existing Contact has been modified in Exchange, the contact's "Company Name" field is read.
A process similar to the "New Contact Detected" is used to detect if the Company Name field was changed.
Website and Internet Domain Matching
Depending on the CRM, whether the account has a website or email fields, the match will use as many available fields as possible.
For website matching, the base logic for matching is:
For email matching, the base logic for matching is: