Automated lead assignment based on location or service type

Purpose

1.1. Automate routing of new air duct cleaning leads to the most appropriate sales or service representative based on client location, required service type, and workload balancing.
1.2. Increase speed of follow-up, reduce manual assignment errors, and ensure optimal resource utilization in HVAC duct cleaning teams.
1.3. Enforce lead assignment rules matching company territory segmentation, technician specialization, and service SLAs for consistent customer experience.

Trigger Conditions

2.1. New lead submission via website form, inbound call, chat, or email.
2.2. Update in CRM record (e.g., unassigned or reassigned lead flagged).
2.3. Lead captured via third-party listing, aggregator, or social channel.
2.4. Manual lead upload by team supervisor.

Platform Variants

3.1. Salesforce:
• Feature/Setting: Assignment Rules
• Configure: Define criteria for location/service, map to user queues, enable auto-assign.
3.2. HubSpot:
• Feature/Setting: Workflows (Lead Assignment)
• Configure: IF/THEN logic based on lead property, assign to owner/team.
3.3. Zoho CRM:
• Feature/Setting: Assignment Rules
• Configure: Rule entries for zip code, service; assign to user round-robin or criteria.
3.4. Microsoft Dynamics 365:
• Feature/Setting: Automatic Record Assignment
• Configure: Routing rules for geographic/service fields; assign to correct queue.
3.5. Pipedrive:
• Feature/Setting: Workflow Automation
• Configure: Action to assign a lead on form creation based on filter (e.g., region).
3.6. Freshsales:
• Feature/Setting: Auto-Assignment
• Configure: Set geo/service-based rules; distribute to agents evenly or per criteria.
3.7. monday.com:
• Feature/Setting: Automations
• Configure: When lead added, IF field match, assign to rep.
3.8. Airtable:
• Feature/Setting: Automations
• Configure: Script block/API or record update triggers assign-by-field rules.
3.9. Copper CRM:
• Feature/Setting: Workflow Automation
• Configure: New lead triggers auto-assignment based on mapped field values.
3.10. Insightly:
• Feature/Setting: Workflow Automation
• Configure: Build rules for territory/service mapping, auto-assign owner.
3.11. Keap (Infusionsoft):
• Feature/Setting: Lead Distribution Automation
• Configure: Campaign builder logic filters assign leads per criteria.
3.12. Bitrix24:
• Feature/Setting: CRM Workflows
• Configure: Lead assignment rules via automation triggers by region/service.
3.13. SugarCRM:
• Feature/Setting: SugarBPM
• Configure: Business process models for routing/assigning leads by attribute.
3.14. Zendesk Sell:
• Feature/Setting: Automated Assignment
• Configure: Smart lists and triggers assign to reps by geo/service.
3.15. Close CRM:
• Feature/Setting: Smart Views
• Configure: Use custom status filters and workflows for lead owner assignment.
3.16. Odoo CRM:
• Feature/Setting: Lead Routing
• Configure: Automated rules on CRM pipeline to assign by state/service.
3.17. Google Sheets + Apps Script:
• Feature/Setting: Custom Script Automation
• Configure: On edit/new row, script checks region/service, assigns owner field.
3.18. Slack:
• Feature/Setting: Workflow Builder + Integrations
• Configure: New lead triggers notification and assignment in channel based on fields.
3.19. Asana:
• Feature/Setting: Rules Automation
• Configure: New task (lead) auto-assign to user/group by custom field.
3.20. Intercom:
• Feature/Setting: Inbox Assignment Rules
• Configure: Custom rules route leads/conversations to HVAC specialists.

Benefits

4.1. Eliminates manual lead routing delays and errors, optimizing response times.
4.2. Guarantees fair workload distribution among technicians and sales teams.
4.3. Ensures alignment with territory/service specialization for improved close rates.
4.4. Provides audit and tracking for lead source, assignment history, and performance metrics.
4.5. Enables real-time notification and escalations for high-priority or unassigned leads.