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://new.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.
Get Started with Lead Assign
Managing leads for sales reps and partners is critical for all company owners and department leaders. Help your brand stand out with effective responses to potential clients with our leading AI-based lead management platform that can also enhance your CRM software.
Lead Assign is positioned as the go-to software for organizations looking to optimize their distributed sales model. Organizations from across the country have used our solution to improve their lead management and distribution no matter their sales model.
Our real-time lead management solution offers simple integration with multiple CRMs so you can get the visibility and data you need without adding any more software. Eliminate the waiting period for your leads by texting or emailing their info to the right partner within minutes of their engagement. The platform’s AI-based lead scoring and routing automatically distributes leads to the most qualified channel partners for the deal. See your potential success with the Power of Automation.
If you want to hear more about how Lead Assign can help you improve your distributed sales model, we’d love to talk with you. Schedule a demo with one of our specialists to get started.
Are you a small business in need of a quick implementation? Get started here.