Wrote a detailed post on automated leads assignment in Pipedrive

Amit Sarda (AmitSarda.xyz)
Amit Sarda (AmitSarda.xyz) Member Posts: 1,535
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edited July 2023 in Sales CRM #1

Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment

 

I appreciate any feedback and comments.

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  • Inês Batata
    Inês Batata Posts: 2,077 PIPEDRIVE TEAM
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    edited February 2022 #2

    This is great @Amit Sarda , it's such a frequent request! Do you mind if we make a post highlighting your article? I'm sure it will help a lot of users.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,535
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited January 2021 #3
    Inês Batata said:

    This is great @Amit Sarda , it's such a frequent request! Do you mind if we make a post highlighting your article? I'm sure it will help a lot of users.

    Sure. :)

  • jams
    jams Member Posts: 19
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    edited February 2022 #4

    @Amit Sarda do you know of a way to use a round robin to assign new contacts/people created in Pipedrive? 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,535
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited May 2021 #5
    James Bowie said:

    @Amit Sarda do you know of a way to use a round robin to assign new contacts/people created in Pipedrive? 

    You can't do that without creating a deal, assigning that deal in a round robin fashion, and then reassign the person owner if the deal owner has changed.

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