Assignment of leads to appropriate sales representatives

Purpose

1.1. Automate lead assignment for advertising agencies by distributing incoming leads to the most suitable sales representatives based on parameters such as territory, expertise, industry, or workload.
1.2. Accelerate response time, ensure personalized follow-ups, reduce manual errors, and maximize conversion opportunities.
1.3. Facilitate seamless client onboarding and swift progress from inquiry to proposal and closing.
1.4. Enable real-time tracking of lead status and assignment history for accountability and reporting.

Trigger Conditions

2.1. New lead arrival via website form submission.
2.2. Incoming email inquiry to sales mailbox.
2.3. Webhook notification from third-party ad platform or aggregator.
2.4. Lead generated in CRM or marketing automation tool.
2.5. Inbound call logged with relevant details.

Platform Variants

3.1. Salesforce CRM
• Feature/Setting: Lead Assignment Rules, configure via REST API `/services/data/vXX.0/sobjects/Lead` – Setup rule criteria and user queues.
3.2. HubSpot
• Feature/Setting: Workflows > Rotate Leads, use endpoint `/crm/v3/objects/contacts` with assignment property.
3.3. Zoho CRM
• Feature/Setting: Assignment Rules via API `POST /crm/v2/Leads/actions/assign` with rule details.
3.4. Pipedrive
• Feature/Setting: Deal Assignment via `/deals` endpoint, set `user_id`.
3.5. Microsoft Dynamics 365
• Feature/Setting: Automatic Assignment, configure via Power Automate connector flows using Dynamic 365’s API.
3.6. Google Sheets
• Feature/Setting: Use Google Apps Script triggers to invoke assignment logic on new row.
3.7. Airtable
• Feature/Setting: Automations > “When record created” to update assignee field.
3.8. Slack
• Feature/Setting: Use Incoming Webhooks or Slack API `/chat.postMessage` to notify sales rep on assignment.
3.9. Gmail
• Feature/Setting: Google Apps Script rule to parse emails and trigger assignment process.
3.10. Mailchimp
• Feature/Setting: Use API `/lists/{list_id}/members` and tags for rep allocation.
3.11. Intercom
• Feature/Setting: Contacts API `/contacts`, assign and tag leads to user IDs.
3.12. Zendesk Sell
• Feature/Setting: Triggers to assign leads, or via API `/leads` PUT `owner_id`.
3.13. Monday.com
• Feature/Setting: Integrations > “When item created” + assign people column using API.
3.14. Asana
• Feature/Setting: Use API `/tasks` to create and assign sales rep as task owner.
3.15. ClickUp
• Feature/Setting: Automations “When task created” > assign to user.
3.16. Trello
• Feature/Setting: Use Butler or API to assign member to card on new lead.
3.17. Twilio
• Feature/Setting: Incoming SMS webhook triggers REST API to assign rep.
3.18. Freshsales
• Feature/Setting: Workflows > Assign Leads, or via API `/leads` with `owner_id`.
3.19. SendGrid
• Feature/Setting: Parse incoming emails, webhook triggers assignment workflow.
3.20. Notion
• Feature/Setting: API integration to assign leads in database to members with `person` property.
3.21. ActiveCampaign
• Feature/Setting: Automations > Assign to deal owner, or via API `/deals` `owner` property.
3.22. Pipefy
• Feature/Setting: Automations “When card created” > assign to user or group.
3.23. Basecamp
• Feature/Setting: Ping or assign tasks on lead arrival via API `/projects/{project_id}/todosets`.

Benefits

4.1. Accelerated lead engagement, reducing time to first contact.
4.2. Eliminates manual sorting and assignment effort.
4.3. Ensures fair workload distribution among sales reps.
4.4. Tracks and audits assignment decisions for continuous optimization.
4.5. Enhances personalization and professionalism in client interactions.
4.6. Scalable and customizable for agency growth without adding manual overhead.