Skip to main content

Welcome to the Sales Community by Pipedrive!

Anyone using Asana with pipedrive?

What kind of things are you doing with this integration?

Trying to find some ideas on how to use it for my Insurance agency

Lead Allocation Issue: HELP

Hi Guys

I'm stuck on a lead allocation issue. 

I have jotforms that capture contact info and postcode/zipcode that sends to Pipedrive. 

In Pipedrive, I have 17 teams that are responsible for a territory. A territory is defined by set postcode/zipcodes (approx 200+ per territory). 

My issue is, how do I assign leads based on what territory they fall into (and this what team they are assigned to) without having to add 1000's of postcodes one by one to the filter function. 

I've looked at Routerjet but no functionality for it. 

Any insight is appreciated! 

Webinar Recording: 'Ask Me Anything: Building and maintaining sales stack'

https://pipedrive.hubs.vidyard.com/watch/3enm94x7dTsNuKVWaidsEd?

Please join us in our second AMA session, this time with Dan Murphy and Tim Berman, 2 salespeople that decided to take it upon themselves to build the first Pipedrive community (in Facebook). 

This AMA will focus on building marketing and sales tech-stack. Determining the framework necessary depending on the type of sales plan you wish to go with (B2C, SMB, mid-market, enterprise) and the tools and processes the 2 of them have found to work best.