As customers start using Clari’s Autocapture feature, we have noticed there is a frequent question around how Clari defines the activities we capture automatically.
Clari's Autocapture matching logic uses the following data points on the Activity and in the CRM to drive a match between a contact and the correct Account and Opportunity in your CRM:
- Domain Matching
- Ownership/Internal Participant Matching
- External Participant Matching
- Matching Tiebreakers (If enabled)
Find more information on Autocapture’s Matching Logic here.
If you have any questions, please reach out to your Customer Success Manager or Support for additional information.
