Passo a passo de : Como distribuir leads automaticamente no Pìpedrive
https://www.notion.so/Round-Robin-Pipedrive-0fffd6ece5c9451ab538bf3a5995cb77
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Pipedrive Brasil/BrazilTips & TricksZapierLeadsRound RobinDeals Leads InboxProblem solving / WorkaroundLearning
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!
Please, please add the ability round robin sales reps just like schedule once does.
Hello,
I was talking with Pipedrive support today about how to setup a certain automation in combination with web forms. In short: I have a webform, which creates inbound leads with DEAL, ORGANIZATION and PERSON. However, we work with multiple persons in the team, and I want to autodistribute those inbound requests: 1st request goes to person A, 2nd request goes to person B, 3rd request to C, 4th to A, 5th to B and 6th to C, etc. I understood this isn't possible.
How I envisioned it is in automation update 'owner' in organization, deal and person.
The supporting... (More)
