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?
Best answer by Troy TessaloneView original