This guide will help you understand what LeadAngel does and how to start using it to improve your lead management process.
LeadAngel is a real-time lead management platform designed to help sales and marketing teams:
- Match leads to existing accounts
- Clean and deduplicate lead records
- Enrich lead data
- Automatically route leads to the right sales reps
Whether you're working in Salesforce, HubSpot, or Microsoft Dynamics 365, LeadAngel integrates with your CRM to keep your data accurate and your sales pipeline moving fast.
Here’s what you’ll be able to achieve once you’re set up:
- Match incoming leads with existing CRM accounts using flexible rules
- Identify and merge duplicate leads or contacts
- Enrich lead data using company or contact fields
- Set up real-time lead routing based on territory, round robin, or custom logic
- Generate routing reports and monitor lead flow from a single dashboard
This Getting Started guide is for:
- Sales and Marketing Ops teams
- CRM admins (Salesforce, HubSpot, MS Dynamics)
- Anyone involved in lead routing or account management
- RevOps professionals looking to reduce manual lead handling
Before diving in, here are a few terms you’ll see often:
- Lead Matching – Connecting new leads to existing accounts in your CRM
- Deduplication – Identifying and removing duplicate records
- Enrichment – Filling in missing lead or account details using additional data sources
- Routing – Automatically assigning leads to the right owners based on rules
Start by visiting one of these key sections:
If you're unsure where to begin, start with your CRM integration and go from there.
If you run into any questions, check out:
We’re here to help!