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Question

CINC leads added to all instead of single agent in LionDesk

M

I manage CINC for a team of agents all under one lead broker. I’m trying to automate CINC leads to transfer to LionDesk, but not every single CINC lead. Right now we’re using the “Adds Label” as the trigger event to transfer the contact to LionDesk. But the problem is that right now anyone adds to label to a lead in CINC, it imports it to EVERYONE’s LionDesk, not just to the account of the agent who added the label. Is there a way around this?

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2 replies

Troy Tessalone
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Hi @MCM 

Are you able to assign an Owner as part of the LionDesk Zap step?

If yes, then you can use a Filter step in your Zap to route: https://zapier.com/apps/filter/help

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
jesse
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  • jesseArchitect
  • Architect
  • 1348 replies
  • April 14, 2022

Hey @MCM just checking in here to see if Troy’s suggestion of using a filter worked for you. Let us know - we’d love to lend a hand in getting things up and running for you!

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