Issuing Leads to Outside Networks

Hunter_86221
Hunter_86221 Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Apps and Integrations #1

Our team is currently issuing leads manually, via email, to our Dealer Network that exists outside of Pipedrive. These leads are issued based on geographic area. 

Any insight on the best way to automate this? All help is appreciated.

Thank you

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  • Paul Minors
    Paul Minors Member Posts: 94 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Up Votes Name Dropper
    edited June 2022 #2

    One way to automate this is using Zapier (which is a third-party automation tool). Using Zapier, you can have it choose one of the contacts in your dealer network at random and then update the lead/deal accordingly. Please reach out if you'd like help setting this up 

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