Need a Lead Routing Feature
No matter how much we use Pipedrive, the one feature that our team can't seem to solve is Contact based lead routing.
For our workflow, each new "lead" that comes in is a Contact. If we gain traction with the contact, we create a deal later. We don't use "Leads" feature yet, but even if we did, it would not change our workflow. It all starts with the Contact.
- We have tried 3rd party apps, but they only route Deals, not Contacts, and have no plans to change that. We tried setting up a Zap that would create a new Deal, assign the Deal, re-assign the related Contact and then delete the Deal...but it got too complicated
- We have implemented the Zapier strategy, but it involves 3 separate Zaps and a Google Sheet, plus it takes 15 minutes to execute and malfunctions almost daily
Please like if this is something that would benefit you as well, and post a comment as to what form of lead routing you would like to see?
- Round Robin
- Random (with percentage, i.e. 80% to User A, 20% to User
- Location Based