Hi I have been search for days now trying to figure out how to integrate Zapier width Wordpress to distribute inbound leads. I just came across this article https://zapier.com/blog/distribute-leads-without-a-crm/
I'm talking about automatic lead distribution down to the ZIP code level, with load-balanced allocations for shared zones, weekly distribution limits, and automatic reallocation for manually rejected leads. Needless to say, I couldn't find a CRM that could perform that level of distribution logic so I just made one myself using Zapier. It's probably more than I need, but it works extremely well.
What is mentioned here is exactly what I need, Unfortunately he does not elaborate.
I am trying to figure out how to distribute leads to agents when there are overlapping territories. I am not going to go down to a zip code level. I will keep it to a county level. I often have more then one agents in a county, so I need a weighted round robin method. I have monthly distribution limits. I might also need to control amount per day at some point.
Does anyone have any suggestions. I have had success building cool apps but I am stuck here.
I can maintain a Google sheet with the service areas. But I can't figure out how to select the correct one when there is more then 2. Is there a select all from spreadsheet and then a way to sort through the records it returns like SQL?
Any help would be great
