Say goodbye to rigid Salesforce matching rules

Sweep helps you go beyond Salesforce limitations and configure accurate, real-time matching rules. Get cleaner data, better routing, and a faster path to revenue.

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Boost speed-to-lead by 300%

Go live in minutes

Make changes, test them, and deploy in real time, right inside Salesforce.

Stop wasting time cleaning up data

Automatically connect leads to the right accounts and merge duplicates before they create downstream problems.

Cut lead routing costs in half

Replace fragmented tools and consolidate into one easy-to-manage layer.

Sweep handles every matching scenario

Match leads to leads, contacts, or accounts

99%+ match precision on leads
90% less manual review needed
100% coverage of edge cases
Cut routing costs by 50%
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From form fill to perfect match - in seconds.

Everything you wish Salesforce matching rules could do

Customizable matching logic

Use filters for new and existing records, define logic on both sides, and apply pairing conditions.

Implementation

Trigger what happens next

Choose whether to assign, notify, or send matched records to downstream tools.

Integration

Handle conflicts with confidence

Use tie-breaker logic, like latest modified date or custom rules, to choose the best record to keep.

Migration

Automated deduplication

Fill new lead fields with values from existing records - like owner, industry, or account name.

Support & enablement
Implementation
Integration

Customizable matching logic

Use filters for new and existing records, define logic on both sides, and apply pairing conditions.

Trigger what happens next

Choose whether to assign, notify, or send matched records to downstream tools.

Migration
Support & enablement

Handle conflicts with confidence

Use tie-breaker logic, like latest modified date or custom rules, to choose the best record to keep.

Automated deduplication

Fill new lead fields with values from existing records - like owner, industry, or account name.

We started looking for a lead routing tool because our process was eating up hours. Other vendors, like LeanData, offered really expensive solutions that only covered routing. When we came across Sweep, what surprised us was that, for a similar cost, Sweep offered 10x more features. It was lead routing, but also deduplication, automation building, Slack alerts. Sweep let us override what Salesforce doesn’t let you do.

Kristin Fetz, Sales Operations, ClearGov

Go beyond the limits of native matching rules

Built to evolve with your business

Adapt and refine your matching logic as your GTM strategy changes, without needing custom code.

Deep Salesforce-native integration

Sweep connects directly to your Salesforce instance, no syncing delays, no brittle workarounds.

You stay in control

See it, test it, change it, without waiting on someone else to make edits or push code.

Don't take it from us...

Sweep helped me be more efficient. I can focus on more strategic things which is ultimately the goal in my role.

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Paolo Cavalli
Revenue Operations Manager

58%

faster matching and assignment implementation

60%

improvement in data quality

faster speed-to-lead

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Rouel Agustin
Revenue Operations Manager

4x

increase in Salesforce management efficiency

60%

improvement in data quality

With Sweep, we just build the routing rule we need, no digging through Salesforce’s backend. What used to take weeks now takes a day or two. Huge win for us.

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Jay Mahoney
Revops, Deputy

90%

Reduction in time to implement routing changes

80%

Lower cost to implement logic changes

Sweep was instrumental in helping us surface and understand issues in a timely manner, and resolve as quickly as possible

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Tzvi Gerstle
RevOps, ClearGov

5x

Faster response to team or territory shifts

90%

Less manual adjustment needed after personnel changes

Frequently Asked Questions

How Sweep matches leads to accounts, contacts, and existing records automatically.

Sweep is the first agentic workspace for Salesforce, built to unlock GTM clarity through real-time documentation, data-quality engines, and a dynamic AI layer. Whether you’re an Admin, working in Operations, or leading GTM initiatives, Sweep empowers you to work more strategically: surfacing insights, simplifying processes, and strengthening your Salesforce foundation.

Sweep is built for anyone managing GTM business systems in Salesforce or HubSpot:

  • Salesforce Admins: Gain full visibility into your org’s metadata with AI-powered documentation, real-time change tracking, and impact analysis to ensure stability, security, and optimized performance.
  • Revenue, Sales, and Marketing Ops: Connect revenue teams to Salesforce with smart automations, real-time data, cross-team collaboration, and a suite of pipeline solutions
  • CROs & GTM Leaders: Gain high-level insights and ensure teams are iterating quickly. Access a full suite of lead routing tools, customizable Slack alerts, and powerful analytics designed to generate revenue.
  • SIs & Salesforce Consultants: Increase customer satisfaction while reducing operational costs by managing increasingly complex environments with Sweep's agentic workspace.

Nope. Sweep is a no-code tool that’s as powerful as writing Apex, but as intuitive as building a flowchart. Built with business and technical teams in mind, Sweep’s intuitive platform makes it simple and straightforward to build your GTM motion.

Yes. We offer a free tier with access to some core features - no credit card required.

Most teams are up and running in under an hour. If you’re doing something more complex, our team can support you every step of the way with professional services.

Yes. Sweep follows industry best practices for data security, encryption, and compliance. We do not store any of your Salesforce data, we are GDPR-compliant and SOC 2 certified.

Everything you built within Sweep and deployed to Salesforce will continue to run as expected and be editable from Salesforce. You just won’t have access to the visual workspace or the ability to make edits from our platform anymore.

We’re here to help! Reach out to support@sweep.io or book a demo to see Sweep in action.

You’re 30 minutes away from cleaner, faster matching.

Book a demo

Automate lead matching and stop chasing data chaos.