Email-to-Record Matching
The filing rule is short enough to print: two columns on the lead, compared exactly once lowercased, against every address on the message. No domains, no names, no resemblance.
One query, two columns
matched on primary- FromDana Whitlow <dana.whitlow@meridianfreight.com>
- Topriya@northgate.example
- emailexact hitdana.whitlow@meridianfreight.com
- secondary_emailnod.whitlow@meridianfreight.com
- the sending domain
- the display name
- any resemblance between two of them
Product figures from the platform’s own defaults - not customer averages
How it works.
Two columns and nothing else
A lead's main address and its secondary one. Neither the company domain nor the display name is ever consulted, so there is no score for anybody to dispute and no threshold to tune.
Every address asked at once
Sender, recipients, copies and blind copies are flattened, deduplicated and put as one question. A thread you were merely copied on files exactly as readily as one addressed to you.
The header is unwrapped first
A name wrapping an address has the address taken out of it. A bracketed value that is not address-shaped is discarded in favour of the first token on the line that is.
It reaches backwards as well as forwards
A worker sweeps mail already stored and claims what is unclaimed, so putting an address on a lead brings the correspondence that was already sitting there. That pass reads the sender and recipient lines only, which is the deliberately narrower rule for old mail.
Two moments in every message.
Every message passes through the same seven. Email-to-Record Matching is the lit ones, and everything either side of it is a different page in this category.
- 01Connect
the account it syncs with
- 02Compose
writing it, and from what
- 03Send
leaving now, or on a schedule
- 04Arrive
landing, and what it lands as
- 05Attach
pinning it to the right record
- 06Book
the meeting that comes of it
- 07Govern
who may use what, and see what
The specifics.
8 facts- Compared
- The lead's primary and secondary address, lowercased, matched exactly
- Considered
- On a synced message, the sender line plus every recipient, copied and blind-copied address. On a send from the composer, the recipients only, because the sender is you
- Several holders
- One query with no ordering, so which of them wins when two leads carry the address is not defined
- Never consulted
- The sending domain, the display name, or any resemblance between two of them
- Deals
- Not inferred at all. A message carries a deal only when somebody composed it against one
- Runs on
- Every message stored by the Gmail, Microsoft and IMAP sync workers, and every send from the composer where no lead was named
- The backfill pass
- Sweeps stored mail for a newly added address on the sender and recipient lines, leaving mail you were merely copied on alone
- Confidence
- There is none to record. The match is exact or it does not happen, which is why no threshold is offered
What this sits beside.
Mail and diary are one surface with several parts. These are the ones a person passes through in the same minute.
More in Email & Calendar
11 capabilitiesWebmail, four sync providers, tracking, calendar and meetings.
Google Calendar writes out the moment you save and mails the invitations, and reads back on demand, so a meeting booked on a call is there before it ends.
A Microsoft mailbox brings its calendar and address book over Graph, on subscriptions that renew themselves, with a ten-minute pass running underneath.
Templates with merge variables, organised into groups and permissioned per team, so the answer your best rep writes becomes the answer everybody sends.
Grant a whole template folder to particular roles and teams, so regulated copy stays with the people allowed to send it. Filing is the act of sharing here.
Opens and clicks recorded against the record, with signed link identifiers so the tracking endpoint never trusts a parameter it was handed.
Put a thread out of sight until it matters and schedule a send for the morning, with the parked thread coming back unread so you cannot walk past it.
One signature per connected mailbox, added by the send path to new messages and forwards, so mail from the platform arrives looking like mail from a person.
Book from the conversation, with the invitation, the joining link and the record all created together instead of in three separate tabs afterwards.
Connect Zoom and a booking creates, moves and cancels the meeting for you, with the joining link and passcode riding inside the calendar invitation.
Pick Google Meet on a booking and the calendar write mints the link with the invitation, so everyone on the account gets it rather than finding it in a note.
Connect Teams and a booking makes the meeting through Microsoft's own interface, carrying its joining address into the invitation the guests receive.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Email & Calendar
See email-to-record matching on your own floor.
Thirty minutes, your numbers and your data. We will set email-to-record matching up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included