Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Hi there,

 

I'm collecting 1750 facebook potencial clients every day (lead) through FB Form.

 

Right now, I'm downloading them manually through the FB platform, and then sending them also manually to my 60 sales agents. After that, they contact the leads through Whatsapp. As its manually, I send the leads twice a day, therefore I'm losing a lot of time between the client register and we contact them. I want to reach the customers at the moment they register.

 

Thereby I need a CRM or platform who can send the leads to each agent (I have 60!) at the moment the leads arrive. For example, first lead to agent 1, second lead to agent 2, and son on.

And besides that, and very important, I need weights distribution because I need to send more leads to the agents who sells more (want to optimize my sales!). For example, if I have 90 leads, the first 60 leads are distributed evenly to my 60 agents, but the rest 30 leads I have, I want to distribute them to my best sellers automatically. Like having a ranking of agents and then distribute the leads by the ranking. 

 

I = Lead

Agent 1 (Best one): I I I I

Agent 2: I I I I

Agent 3: I I I

Agent 4: I I I

Agent 5: I I

Agent 6: I

Agent 7 (worst): I

 

Is Zapier able to do that?

 

 

Thank you!
Andrés

Zapier can be used to connect FB Lead Ads to a CRM.

Depending on the CRM, it may have the capability of doing round robin assignment to agents OR weighted distribution based on rules.

Otherwise, a more advanced solutions using custom Code or a GSheet formula could be used to do the weighted distribution.

Hi Troy,

 

GSheet formula sounds interesting.. yet GSheet doesnt send leads. It would be only possible to assign the leads but after that I would have to distribute manually to all my sales agents.

 

Weighted automatic distribution is what I need… very weird nobody has it because every sales company assign more leads to the best sellers.

 

 

Best regards,

Andrés

Start with the CRM as many of those have lead distribution options that may be suitable for your needs.

Otherwise, GSheets could be used as a helper step in the Zap to do the lead distribution assignment before going in to the CRM.

 

Thank you everyone!

Do you want system to learn or just follow a formula?

Do agents take vacation or run out of capacity?

 

There are a couple of different solutions.

Reply


Terms & Conditions