Using Lead Assign greatly reduced our salespeople’s lead response time. Lead Assign has become a vital part of our day-to-day success.”

Luis Barretto – Commercial Director, Santogal

Zapier API integration

Share on facebook
Share on twitter
Share on linkedin
Share on reddit

Insights.

Insights are a collection of articles and advice from lead management experts. 

Sign up to get Insights delivered right to your inbox

Zapier API integration

screen-shot-2018-10-02-at-4.32.37-pm

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 response 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. Calculate how much more Revenue Opportunity you can generate from your marketing leads by implementing lead management.

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.  

All

New Email Notification Design

We have redesigned our email notification templates to further put the right information at your fingertips. The new design highlights what needs to be done next, and makes it easier for salespeople to see their performance rating.

Read More »
Product Updates

New UI for agents designed to drastically improve productivity.

The newly redesigned interface puts the lead you are working front and centre, but allows quick and easy access to all leads assigned to you. As always, no login is required. If it’s been a while since you last viewed a lead, we simply email you a magic link to get you back in the drivers seat.

Read More »