--- title: "Matching with Related Leads" source_url: https://help.chilipiper.com/hc/en-us/articles/35759212391571-Matching-with-Related-Leads article_id: 35759212391571 updated_at: 2026-04-22T15:32:50Z --- ## Who can use this feature? Available on All Products or Routing & Scheduling Available to Admins or Workspace Managers [Billing Center](https://fire.chilipiper.com/fire/admin/billing/overview) [Get a Demo](https://www.chilipiper.com/request-demo?utm_source=zendesk&utm_medium=help-center&utm_campaign=chili-hub) This feature enables the matching of incoming Leads to existing Leads in Salesforce, typically identifying connections such as colleagues from the same company. ![](https://help.chilipiper.com/hc/article_attachments/35759527664531) By leveraging the email domain, the system matches Leads with shared domains, ensuring seamless identification and linking. This functionality helps teams consolidate information, eliminate duplication, and better understand relationships between Leads for more targeted and efficient engagement. * * * ## How to set up the Related Lead Matching? Before we start, notice that any changes done on this page are **auto-saved** , so please remember to roll back any changes you may want to revert. ### 1 - Access and enable your Related Lead Matching algorithm In the left-hand menu, click the **Matching** option: ![](https://help.chilipiper.com/hc/article_attachments/35759212314131) Then, click **Related Lead** in the page's header to start building your logic. ![](https://help.chilipiper.com/hc/article_attachments/35759212322963) Right below, you can enable or disable this logic. When disabled, the algorithm will **not** be triggered. ![](https://help.chilipiper.com/hc/article_attachments/35759205879827) ### 2 - Add Filtering Optionally, you can add Filters to refine matches if the algorithm returns multiple records. Click **Add Filter** and build the rules you want to use to refine. In the example below, we will filter only Existing **Leads** for which the **Last Name** field **is not equal to Test**. This means that Leads with the Last Name field with the value Test will not be considered. ![](https://help.chilipiper.com/hc/article_attachments/35764450720787) You can click on **Add Group** to create a group of rules that will be added to your conditions. You will also see a Sub-Group option that can only be created if you already have a Group. With this option, you can guarantee that multiple conditions will be checked in the same Rule, allowing you to create a complex scenario based on the fields you need to evaluate. ### 3 - Add Tiebreakers If, even after adding some Filters, the Algorithm still finds multiple results, the Tiebreakers will help to decide on one of them! You must have at least one Tiebreaker that helps you select the conditions that are the priority for 'tiebreak' and find the best match according to your criteria. Click **Add Tie-break** to start including them. ![](https://help.chilipiper.com/hc/article_attachments/35759205885203) In the example above, we will use the default Tiebreaker, which checks the Lead with the maximum created date, meaning if we still have multiple matches, we will select the most recent one. Note this default Tiebreaker can't be deleted and can only be re-ordered when working with multiple Tiebreakers. If you are using multiple Tiebreakers, you can re-order them to tell Chili Piper the order we should prioritize them. If the first Tiebreaker is still not enough, we will move to the second one, and so on. ### 4 - Create your Rules After setting up the Algorithm, we need to create Rules to be included in your Router, so the Algorithm comes into play. In the left-hand menu, navigate to **Rules** under the **Assets** menu ![](https://help.chilipiper.com/hc/article_attachments/35759212345235) Click the **Create Rule** button in the top-right, and select **CRM Ownership** ![](https://help.chilipiper.com/hc/article_attachments/35759212352403) Now, click **Add Condition** and then **Salesforce Field** ![](https://help.chilipiper.com/hc/article_attachments/35759205902355) Build your Rules like the screenshot below. The numbers indicate the order you should follow while clicking/selecting the values to be used in the Rule: ![](https://help.chilipiper.com/hc/article_attachments/35759212360723) This Rule will tell your Router to look for the Related Lead's Owner ID based on the criteria you set in the Matching screen before. [Check this article for more details about Rules](https://help.chilipiper.com/hc/en-us/articles/30080073275027-Rules-in-Chili-Piper-s-Demand-Conversion-Platform)! ### 5 - Add your Rule to your Router This feature is available for **Chat** , **Concierge** , **Distro** , and **Handoff**. Under the product you are currently applying this Rule in the left-hand menu, click **Routers** or **Journey** for **Chat**. We used Distro in the example below. ![](https://help.chilipiper.com/hc/article_attachments/35759205907603) Click **Open** next to the Router or Journey you want to add the Rules, or use the **Create Router** or **Create Journey**(Chat) button to create a new one. Anytime in your Router's/Journey's flow after the Entry Rules or Trigger, click the **+** button and then **Routing Rule** ![](https://help.chilipiper.com/hc/article_attachments/35759212366611) A new menu will open on the right side. Click **Select Rule** , then select the Rule you created for this purpose. ![](https://help.chilipiper.com/hc/article_attachments/35759205917331) After applying the Rule, you can select more Nodes to happen after we have a match. Check out each product-specific article for Routers to learn about all the possibilities! * [Distro Router](https://help.chilipiper.com/hc/en-us/articles/23304655920403-Creating-a-Distro-Router) * [Concierge Router](https://help.chilipiper.com/hc/en-us/articles/28522554434323-Creating-a-Concierge-Router-in-Demand-Conversion-Platform) * [Handoff Router](https://help.chilipiper.com/hc/en-us/articles/29684412579987-Creating-a-Handoff-Router-in-Demand-Conversion-Platform) * [Chat Journey](https://help.chilipiper.com/hc/en-us/articles/27532198601107-Creating-a-Journey-in-Chat)