Client Matching

To identify CRM contacts from incoming emails, use a progressive 5-step matching algorithm that resolves domains and meeting attendees. It provides confidence scores for each match by integrating directly with Notion databases.

Fuzzy matching for email resolution works by comparing name variations against your Notion CRM database. It acts as the final step in a 5-stage process, catching exact matches, personal domains, and distribution lists before applying confidence scores.

Yes, you can look up clients using personal email domains. The matching algorithm explicitly handles personal domains alongside distribution lists, resolving them to the correct CRM contacts by using fuzzy name variations and assigning match confidence scores.

The best way to resolve meeting attendees to company records in a Notion CRM is using a progressive 5-step matching algorithm. It queries your Companies and Contacts databases, handles fuzzy name variations, and outputs confidence scores for each resolved participant.

Notion integration fully supports confidence scoring for contact lookups. When resolving email addresses or meeting attendees against your CRM databases, the algorithm evaluates exact matches and fuzzy name variations to generate a specific score for every result.