Combine and assign leads, update Salesforce dynamically

We often hear from existing Salesforce customers who are struggling with the ability to get leads to the right person and have them acted on in a reasonable time.

Salesforce offers a complex suite of solutions that aims to tackle a number of facets of your sales funnel and capture information from many data points. However, adding lead sources to Salesforce can be a cumbersome process and more importantly, lacks the necessary functionality to track and assign leads intelligently. It can also be somewhat restrictive when capturing data from users outside of the Salesforce account.

Lead Assign offers API Integration directly into your Salesforce account. Once integrated, Lead Assign is able search and update lead records, and notify lead owners of updates. The trick is to send all your leads to your Lead Assign account first. Lead Assign’s A.I. routing engine will determine if the lead already exists in Salesforce and update as necessary. If the lead does not exist in your Salesforce account Lead Assign will determine who on your sales team should be offered opportunities at the lead.

Once the lead has been accepted, your Salesforce account will be automatically populated with the lead record. Any future updates from the sales person will update the lead record in Salesforce and notify the necessary users.

Implementing Lead Assign in this manner makes it much easier for your sales people to receive and act on leads in a timely fashion, provide feedback on a lead, and allows you to easily combine all your lead sources into one place while maintaining the integrity of your data in Salesforce.

For help with this and many other integration options, reach out to us.

Zapier API integration

From the CTO

Most users of Lead Assign get leads into Lead Assign by emailing the leads into their account ‘endpoint’. This works well. But it does rely on Lead Assign to ‘understand’ the email, (see https://leadassign.com/docs/admin-settings/going-live/ for details on that.)

With our latest release, Lead Assign now also has direct Zapier integration. Zapier is a really useful service that allows different APIs to work together better.

That’s technospeak. In plain language,  with Lead Assign’s new Zapier integration, leads from tools such as Gravity Forms, Typeform, JotForm, and all other 34 form solutions (plus others) that Zapier supports. Really Zapier is for solutions that we have not even dreamed of. Connect Leads from a CRM into Lead Assign – and back to the CRM once assigned? Zapier can help with that.

In order to use Zapier with Lead Assign you need to be invited to our private beta, simply click here for an invite.

Here is the Zapier documentation at Lead Assign

–Tom Andersen