Route leads to appropriate counselor based on criteria

**Purpose**

1.1. Automate the routing of new leads generated for career guidance services to the most suitable counselor using configurable criteria such as specialization, availability, language, lead source, and priority, ensuring maximized counselor utilization, rapid response, and enhanced lead conversion rates.
1.2. Enables businesses in education and counseling to reduce manual triage, minimize human error, and standardizedly scale intake operations through seamless automated allocation based on real-time, dynamic datasets and counselor skills mapping.

**Trigger Conditions**

2.1. Automated trigger when a new lead completes intake form via any digital channel (website, SMS, chat, social).
2.2. Trigger upon lead capture through third-party lead gen, CRM, or integrated query functions.
2.3. Automatedly triggered on scheduled import of leads from legacy or CSV sources.

**Platform Variants**

3.1. Salesforce
• Function: Use Flow Builder; configure routing logic using custom Lead Assignment Rules.
3.2. HubSpot
• API: Use Workflows > Trigger on lead creation; Route via Contact Owner Assignment API.
3.3. Zapier
• Action: Connect intake source, automate router to Gmail/Slack/CRM using Paths by Zapier.
3.4. Microsoft Power Automate
• Flow: Intake trigger; use “Condition” and “Assigned To” field in Dynamics 365.
3.5. Google Cloud Functions
• Function: HTTP trigger on form submission; process with serverless router code.
3.6. Pipedrive
• Automation: Use Workflow Automation; assign deal to user based on custom fields.
3.7. Twilio
• Function: Studio Flow; route inbound SMS or WhatsApp leads using Split Based on logic.
3.8. Slack
• Workflow Builder or API; automatically DM or allocate leads to counselors in channels.
3.9. Zoho CRM
• Blueprint: Automated lead assignment rules mapped to counselor specialization.
3.10. Intercom
• Automation: Conversation Assignment Rules; route chat leads to team inboxes.
3.11. Freshdesk
• Automator: Ticket assignment rules; route incoming leads accordingly.
3.12. Google Sheets + Apps Script
• Script: On new row, automate logic via Custom Function to email/notify right counselor.
3.13. Monday.com
• Automation: “When item created, assign to person with X expertise.”
3.14. Airtable
• Automation: “When record enters view, run script to allocate counselor.”
3.15. Mailchimp
• Function: Automatedly trigger webhooks on sign-up, pass lead to router service.
3.16. SendGrid
• Inbound Parse Webhook connects to automation to sort inbound emails by criteria.
3.17. Webflow
• Integration: Form Submission hooks sends lead to auto-router API.
3.18. Typeform
• Connect: Use webhooks to send completed forms for automated routing logic.
3.19. Calendly
• Use API event: On new scheduled meeting, automate allocation of right staff member.
3.20. ServiceNow
• Flow Designer: Intake incident = Route to assignment group/counselor based on rules.
3.21. SugarCRM
• Workflow: Use “Leads” module with process definitions to auto-assign counselors.
3.22. BambooHR
• Integration: Automatedly route career coaching requests internally via Open API.

**Benefits**

4.1. Automates rapid and precise matching of leads to best-fit counselors.
4.2. Reduces response times, optimizes resource allocation, and eliminates manual routing.
4.3. Scalable automation ensures consistency and compliance with business rules.
4.4. Enables advanced reporting on counselor performance and lead distribution via automated tracking.
4.5. Increases conversion rates by automating customer journey from intake to engagement.