Skip to main content
Question

How to distribute leads to clients based on state/region?

  • September 5, 2023
  • 1 reply
  • 30 views

Wayne P

I am using Facebook primarily to generate leads however would like to start doing so through my websites. The issue I have is if a lead comes in from region 1, this needs to go client A, B & C. However is the lead comes in from region 2, this lead would need to go to client D, E & F.

So the lead needs to be sorted and distributed based on the region, which then emails the correct clients.

My question is, how to sort & distribute leads to clients based on state/region?

My method through facebook involves using a BCC and storing the clients details in there so when the form (which is region specific) is propagated, then the lead is automatically received by those clients.

I would like to replicate something similar through the website without having to resort to creating a separate form for every single region which would be a nightmare.

Ideally I would like to achieve this without having to resort to data dumping into a google sheet and then using zapier to read the sheet and the distribute that way.

Thank you

Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Forum|alt.badge.img+14

Hi @Wayne P 

Good question.

Try using a lookup table: