Keep buying groups intact with an AI agent that links each new lead to the correct account record, so no contact gets orphaned and no account gets double-counted.
What's Included
- Domain matching: Connects leads to accounts using email domain and company name.
- Buying group view: Groups all contacts from one company under a single account.
- Orphan detection: Flags leads with no matching account for review.
- Net-new creation: Spins up a clean account record when none exists.
How To Use
- Clone the agent and connect your CRM leads and accounts.
- Set your matching keys, like domain and company name.
- Run a pass to link, group, and flag orphaned leads.
- Approve matches and let it run on new inbound leads.
Pair it with the Multi-Agent Lead Pipeline for an end-to-end flow. Build a routing app on top with Taskade Genesis.