Automated lead qualification and assignment to sales reps

Purpose

1.1. Automate capture, qualification, and assignment of aluminum window sales leads to corporate sales representatives.
1.2. Standardize lead evaluation criteria, accelerate response time, and minimize manual entry errors.
1.3. Route high-value or priority leads to senior team, lower-value to junior reps, according to pre-set logic.
1.4. Centralize lead data from multiple sources (web forms, emails, phone, trade shows) for fast action.
1.5. Ensure audit trail for compliance, reporting, and performance analytics.

Trigger Conditions

2.1. New contact/lead captured via web form or landing page submission.
2.2. Inbound email or call containing prospect information.
2.3. Uploaded spreadsheet with new leads from marketing events.
2.4. Manual entry by inside sales team members.
2.5. API push from advertising platform integrations.
2.6. Scheduled import from external CRM or ERP system.

Platform Variants

3.1. Salesforce
• Function: Lead Assignment Rules
• Configure: Lead assessment via custom fields and automation with Process Builder or Flow.

3.2. HubSpot
• Function: Workflows (Lead Routing)
• Configure: Property-based segmentation and assign action for “Owner” field.

3.3. Zoho CRM
• Feature: Assignment Rules
• Configure: Criteria-based rules assigning leads to users/roles.

3.4. Microsoft Dynamics 365
• Feature: Power Automate, Lead Assignment
• Configure: Configure flow to trigger on lead creation and assign based on custom logic.

3.5. Pipedrive
• Feature: Workflow Automation
• Configure: Trigger on new deals; set assignment by pipeline/stage.

3.6. SAP Sales Cloud
• Feature: Lead Routing Rules
• Configure: Use Business Rule Services for lead distribution and scoring.

3.7. Copper
• Feature: Workflow Automation
• Configure: Use workflow triggers and “Assign to User” actions.

3.8. Freshsales
• Feature: Auto-Assignment Rules
• Configure: Lead attributes drive round-robin or criteria-based allocation.

3.9. SugarCRM
• Feature: Advanced Workflow
• Configure: Build lead routing and qualification logic with Process Author.

3.10. Marketo
• Feature: Smart Campaigns
• Configure: Triggers for new leads, flow steps for lead assignment.

3.11. ActiveCampaign
• Feature: Automations
• Configure: Custom automation with lead scoring and task assignment.

3.12. Intercom
• API: Lead Assignment Webhook
• Configure: Trigger webhook on new qualified lead, invoke assignment logic.

3.13. Mailchimp
• Feature: Email/Campaign Triggers + CRM Sync
• Configure: Tag new signups, push to CRM, assign via integration.

3.14. Airtable
• Feature: Automations
• Configure: New row triggers script to qualify/route record.

3.15. monday.com
• Feature: Automations & Integrations
• Configure: Status change assigns leads to users per logic.

3.16. Slack
• API: Incoming Webhook
• Configure: Notify specific reps on new qualified leads.

3.17. Google Sheets
• Feature: App Script or Automation Platforms
• Configure: On row add, invoke script to score and notify assigned rep.

3.18. Typeform
• API: Response Webhook
• Configure: New responses posted to webhook for scoring and assignment.

3.19. Twilio
• Feature: SMS/Webhook
• Configure: Incoming SMS captured, parsed, routed to CRM via webhook.

3.20. Zendesk Sell
• Feature: Lead Distribution Rules
• Configure: Triggers assign leads to specific sales agents.

Benefits

4.1. Reduced lead response times, improving chance of conversion.
4.2. Objective, replicable lead prioritization based on data.
4.3. Improved sales team productivity by automating repetitive tasks.
4.4. Seamless integration with current data sources and CRMs.
4.5. Full traceability and reporting for management/quality control.