Lead assignment to sales reps based on inquiry source

Purpose

1.1. Automatically assign incoming sales leads—captured via web forms, chat, calls, or emails—to specific sales representatives based on source (e.g., website, email campaign, phone inquiry, trade event) to ensure rapid, relevant follow-up and streamlined sales pipelines for aircraft supply and spare parts in wholesale aviation.
1.2. Maintain source attribution for performance analytics, optimize sales rep workloads, reduce manual admin, increase conversion rates, and minimize response delays for aviation spare parts procurement.

Trigger Conditions

2.1. New inquiry received via predefined channels (web form, email, phone, or chat platform).
2.2. Detected inquiry source: e.g., webpage URL, campaign tag, incoming number, or inbound mailbox ID.
2.3. Inquiry passes basic validation (contact info complete, required fields filled).

Platform Variants

3.1. Salesforce
• Feature: Lead Assignment Rules
• Setting: Create rules with conditions like ‘Lead Source equals Web Form’ to auto-route leads to specific users.

3.2. HubSpot
• Feature: Workflows
• Setting: Configure ‘Lead Source’ enrollment triggers; assign owner based on source attribute.

3.3. Microsoft Dynamics 365
• Feature: Power Automate Flow
• API/Action: "Assign Record" action with conditional triggers on the "leadsourcecode" field.

3.4. Zoho CRM
• Feature: Assignment Rules
• Setting: Set criteria for ‘Lead Source’, auto-assign to designated sales reps.

3.5. Pipedrive
• Feature: Workflow Automation
• Setting: Trigger on new deal with labeled source, auto-assign user using ‘Assign to user’ action.

3.6. Freshsales
• Feature: Sales Sequences
• Setting: Define route logic in sequence to assign reps by source.

3.7. Google Sheets (via Apps Script)
• Feature: onFormSubmit Trigger
• Setting: Script reads ‘Source’ column and assigns lead owner in response.

3.8. Slack
• Feature: Workflow Builder
• Setting: Channel or message trigger, route inquiry into DM of rep based on source field.

3.9. Twilio
• Feature: Studio Flow
• Setting: Detect SMS source (“from” or “to” number/campaign tag), assign to rep and forward via SMS.

3.10. Zendesk Sell
• Feature: Smart Lists/Workflows
• Setting: Auto-assign leads based on custom field like ‘Inquiry Source’.

3.11. Intercom
• Feature: Assignment Rules
• Setting: Automate chat leads routing based on entry point or UTM parameters.

3.12. Aircall
• Feature: Call Routing Rules
• Setting: Incoming calls tagged by source number; direct to specific sales queue.

3.13. Mailchimp
• Feature: API Webhooks
• Setting: On campaign form submission, push lead to CRM with source metadata.

3.14. Typeform
• Feature: Webhooks
• Setting: Route submissions by source field to endpoint for assignment logic.

3.15. Shopify (Wholesale Channel)
• Feature: Order Webhooks
• Setting: New order with referral tag triggers assignment to specific sales agent.

3.16. Outlook (Microsoft Graph API)
• Feature: Mail Read API
• Setting: Detect new email in ‘Leads’ inbox, parse for source and assign accordingly.

3.17. Gmail (Google Apps Script)
• Feature: Triggers on new message
• Setting: Parse body/subject for inquiry details and assign in CRM via API.

3.18. Webflow
• Feature: Form Webhook
• Setting: Lead captured from form with source field, webhook triggers auto-assignment.

3.19. Monday.com
• Feature: Automation Recipes
• Setting: On new item with ‘Source’ value, auto-assign board member.

3.20. Tableau
• Feature: Reporting Integration
• Setting: Pull data on assignments by lead source for performance review and refinement.

3.21. SugarCRM
• Feature: Workflow Definitions
• Setting: Trigger automated assignment on new leads based on ‘Lead Source’ field.

3.22. Oracle NetSuite
• Feature: SuiteFlow
• Setting: Custom workflow for lead assignment by ‘Source’ in wholesale sales context.

Benefits

4.1. Accelerated lead processing and tailored rep engagement for each inquiry source.
4.2. Eliminates manual sorting and assignment of leads, reducing administrative overhead.
4.3. Ensures source tracking for analytics and marketing ROI measurement.
4.4. Enhances rep motivation through balanced workload and prompt notifications.
4.5. Boosts conversion rates through faster, source-aware follow up for aviation supply leads.