Auto Match
Eliminate Duplicates and Connect Data Seamlessly
Auto Match ensures clean, organized boards by linking items intelligently and preventing duplicates.
Keep Your Data Clean and Connected with Auto Match
With Auto Match, you no longer need to worry about duplicates cluttering your monday.com boards. This powerful add-on detects existing information and automatically links new items to related data instead of creating duplicates. Whether it’s linking contacts to companies or ensuring CRM data stays connected, this add-on saves you time and effort, keeping your boards organized and efficient.
Explore the Features That Streamline Your Data Management
Automatically Eliminate Duplicates
Ensure clean boards by detecting and linking existing data, preventing duplicate entries.
Seamless Contact-to-Company Linking
Automatically link new contacts to their corresponding companies when they already exist in your CRM.
Streamlined Data Management
Simplify your CRM workflows by maintaining accurate, connected data across all boards.
Extended Auto-Connect Capabilities
Go beyond standard tools with the ability to match items based on single or multiple column values.
How Does it Work?
Auto Match intelligently scans your monday.com boards to ensure no duplicates are created and all data stays connected.
Here’s how it achieves this:
Starting Conditions
When you enter new information into boards like contacts, opportunities, or accounts, Auto Match checks existing data to prevent duplicates and link related items.
Information Matching Process
The add-on first checks for matching company names. If it finds a match, the new contact is linked to the corresponding company. If no company name match is found, Auto Match checks the website name to connect the new contact with the correct company. As a final step, the add-on scans for matching email domains to link the new contact to an existing company.
No Match Scenario
If no matches are found across these criteria, the add-on identifies the contact as new and adds it without any links.
More Add-ons to explore!
Here are some additional features that can easily be applied to your workflows. They are designed to streamline your work and minimize time spent on manual administrative work.
Security and privacy
monday.com is dedicated to protecting all customers’ data. They follow the strictest security measures on the market in order to make sure that your data is secure and protected. Their global privacy program is based on the most comprehensive and advanced data protection legislation, including the EU General Data Protection Regulation (GDPR).
Discover How Auto Match Simplifies Your Workflows
CRM Management:
Automatically link contacts to the correct companies, ensuring a clean and connected CRM.
Sales Pipelines:
Prevent duplicates in opportunity and account boards, keeping your sales data streamlined.
Client Onboarding:
Easily manage new client information by linking it to existing company data.
Data Cleanup Projects:
Use this add-on to organize and link existing data across boards automatically.
Get started with Auto Match Today
Auto Match simplifies CRM management by preventing duplicates and linking items intelligently. Are you ready to start using Auto Match to ensure clean and organized boards? Reach out to us today!
