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How Revenue Proven Matches Companies to CRM Accounts

How Revenue Proven Matches Companies to CRM Accounts

A plain-language explanation of how Revenue Proven links LinkedIn-engaged companies to your HubSpot or Salesforce accounts using domain-first matching and name-based fallback, and what to do when matches fail.

Accurate attribution depends on reliably connecting the company that engaged with your LinkedIn ad to the account record sitting in your CRM. Revenue Proven uses a two-stage matching process: a domain-first exact match, followed by a company name match for records where domain data is incomplete.

Flowchart of domain-first matching with fuzzy name fallback steps
The matched companies table shows each LinkedIn-engaged company alongside its linked CRM account.

Stage 1: Domain Matching

LinkedIn returns a company domain for most engagement events. Revenue Proven normalises this domain by stripping subdomains and cleaning formatting, then compares it against the website domain field on your CRM accounts. A successful domain match is treated as high-confidence. If multiple accounts share the same domain, which is common with holding companies, Revenue Proven matches one of those accounts.

Stage 2: Name Matching

When no domain match is found, Revenue Proven falls back to comparing the LinkedIn company name against CRM account names. This comparison handles common abbreviations, legal entity suffixes such as Inc., Ltd., and GmbH, and regional name variations. Name-based matches are treated as lower-confidence. Only sufficiently similar names are accepted to avoid false positives.

Reading the Match-Confidence Indicator

Each matched row in the Company Insights table shows a match-confidence indicator. High-confidence matches come from a successful domain match. Lower-confidence matches come from name-based matching. Review lower-confidence matches before sharing account lists with your sales team, and correct any obvious mismatches directly in your CRM.

Why Matching Sometimes Fails

Matching fails when the LinkedIn company profile and the CRM account were created with different naming conventions and neither has a domain attached. The most common cause is CRM accounts created manually without filling in the website field. Adding domains to your CRM accounts significantly improves match rates.

Improving Your Match Rate

  • Add website domains to all CRM accounts, including historical ones
  • Standardise how legal entity names are entered across CRM records
  • Review the Unmatched Companies list monthly and create CRM accounts for warm prospects
  • Re-run the sync after bulk-updating CRM account domains to pick up new matches