Auto-assign leads to sales representatives

Purpose

1.1. Automatically distribute incoming leads to available sales representatives, reducing manual effort, speeding response times, ensuring balanced workloads, and optimizing lead conversion rates.
1.2. Enforce rules based on territory, product interest, rep availability, and custom business logic for air conditioning store operations, integrating with existing CRM, marketing, and communication tools.

Trigger Conditions

2.1. New web form submission for AC unit inquiry.
2.2. Inbound call to sales line registered via telephony API.
2.3. Lead captured through social ad or landing page integration.
2.4. Entry created in spreadsheet, CRM, or external marketplace.
2.5. API webhook from third-party partner or aggregator.

Platform Variants

3.1. Salesforce
• Object Workflow: Lead assignment rules with process builder and REST API endpoint on lead creation.
3.2. HubSpot
• Workflow Automation: Configure “Rotate leads” in Workflows; assign owner property post submission.
3.3. Microsoft Dynamics 365
• Power Automate Flow: Trigger on new lead; run “Assign Record” action to select sales rep.
3.4. Zoho CRM
• Assignment Rules API: Enable auto-assignment using criteria and field mapping via API.
3.5. Pipedrive
• Automations: Create action on “Deal/Lead Created” → “Assign to user”; monitor with API.
3.6. Freshsales
• Lead Distribution: Set auto-assignment rules and map source fields in workflow automation.
3.7. Google Sheets
• Apps Script: Trigger on form submit; lookup round-robin rep; assign via API call.
3.8. Airtable
• Automations: New record → script action: PATCH to rep’s assignment field via REST API.
3.9. Slack
• Incoming Webhook: New lead notification triggers function to select and message a rep.
3.10. Twilio
• Studio Flow: Inbound SMS triggers HTTP request to assignment logic with messaging API.
3.11. Intercom
• Assignment Rule: “Operator” routes new leads to chosen team members via API or rules.
3.12. Zendesk Sell
• Smart Lists: Automate rule-based assignment with API assignment endpoint.
3.13. Monday.com
• Automations Recipes: “When item created, assign to person” in CRM boards; integrate API.
3.14. ClickUp
• Automation: “When task created, assign to sales rep”; API for advanced conditions.
3.15. SendGrid
• Event Webhook: On lead-capture email, trigger assignment call to sales rep management system.
3.16. Mailchimp
• Journey Builder: Tag new leads, trigger webhook to assign via external API.
3.17. Facebook Leads
• Webhook: On new lead, push payload to logic script for balanced assignment.
3.18. Typeform
• Webhooks API: On submission, send data to endpoint to assign lead to rep.
3.19. Notion
• Integration API: On new page, assign owner using PATCH with rep user ID.
3.20. Shopify
• Admin API: Order/Contact trigger assigns leads to reps for follow-up based on product tags.

Benefits

4.1. Increases lead response speed, reducing lost opportunities.
4.2. Eliminates manual errors in assignment, ensuring fairness and transparency.
4.3. Enhances sales rep productivity by evenly distributing workload.
4.4. Enables flexible routing strategies matching AC unit expertise, location, and availability.
4.5. Integrates seamlessly with retail and home appliance sector workflows.
4.6. Easily scalable as lead volume or rep count grows.
4.7. Supports multi-channel intake sources (web, email, phone, social).