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Assignment of leads to designers or decorators

**Purpose**

1.1. Automate the assignment of incoming client leads to designers or decorators based on skill, availability, region, language, project type, or workload.
1.2. Automate lead intake to onboarding by distributing leads evenly and reducing manual workload.
1.3. Automate notifications to assigned designers and track lead status across platforms.
1.4. Automatable lead routing ensures rapid response, optimized resource allocation, and higher client satisfaction.

**Trigger Conditions**

2.1. New lead form submitted on website, social channel, or aggregator.
2.2. Automated lead entry received via email, live chat, or CRM integration.
2.3. Trigger when manual entry is made by admin or receptionist.
2.4. Quarterly workload review triggers automated realignment of assignments.

**Platform Variants**

3.1. Salesforce
• Feature/Setting: Use Process Builder or Flow to automate assignment rules; configure Lead Assignment APIs.
3.2. HubSpot
• Feature/Setting: Automate with Workflow tool; set “Lead Assignment” in workflow actions.
3.3. Zoho CRM
• Feature/Setting: Use Assignment Rules via automation; map lead fields for routing.
3.4. Pipedrive
• Feature/Setting: Automate via Workflow Automation; configure “Assign to user” action.
3.5. Monday.com
• Feature/Setting: Configure automations with “Assign people when status changes” recipe.
3.6. Asana
• Feature/Setting: Automate task creation and assignment rules using “Rules” and “Custom Fields API.”
3.7. Trello
• Feature/Setting: Butler Automation for automated card assignment based on lead details.
3.8. Airtable
• Feature/Setting: Automate record assignment using “Automations” and “Scripting Block API.”
3.9. Microsoft Power Automate
• Feature/Setting: Automated Flow for assignment; use “Assign Task” and “Send Notification” connectors.
3.10. Google Sheets
• Feature/Setting: Use Google Apps Script to automate lead parsing and assignment row update.
3.11. Slack
• Feature/Setting: Workflow Builder for automated lead assignment notifications to specific users or channels.
3.12. Gmail
• Feature/Setting: Auto forwarding with filter and Gmail API for distribution to designer email group.
3.13. Outlook
• Feature/Setting: Rules and Outlook REST API for automated assignment notifications.
3.14. ClickUp
• Feature/Setting: Automate lead to task with “Automations” and auto-assignment rules.
3.15. Intercom
• Feature/Setting: Automation rule for conversation assignment to teams or individuals.
3.16. Zendesk
• Feature/Setting: Trigger and Automation settings for assigning new tickets (leads) to designer group.
3.17. Freshsales
• Feature/Setting: Lead assignment automation via “Auto-assign Rules.”
3.18. Copper CRM
• Feature/Setting: Workflow Automation for lead owner field; auto-assign API trigger.
3.19. Bitrix24
• Feature/Setting: Automate via “Robots” in CRM; configure assignment to available designers.
3.20. Mailchimp
• Feature/Setting: Use automation to tag new leads and send assignment emails using Transactional API.
3.21. Twilio
• Feature/Setting: Use Programmable Messaging API to send automated SMS notifications of assignment.
3.22. SendGrid
• Feature/Setting: Automate email assignment notice with “Mail Send” API after automation trigger.

**Benefits**

4.1. Automates repetitive assignments, reducing administrative overhead.
4.2. Ensures automatedly even workload among staff, increasing engagement and retention.
4.3. Reduces lead response time by automating routing and notifications.
4.4. Automating lead tracking yields actionable data for continuous optimization.
4.5. Enhances customer experience with automatable rapid onboarding and personalized service.
4.6. Scalable and flexible—automation flows adjust as team grows or workload shifts.
4.7. Integrates with a diverse suite of automators, supporting hybrid and remote workforces.

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