Rapid Assignment
Send every new lead to the appropriate phone queue or rep the moment it arrives, slashing response times.
- Lead Management Automation
- Lead Routing
Lead Routing
Lead Routing automations in Zapier instantly distribute incoming leads to the right sales reps or call centers based on geography and other rules. They enrich each lead record with up-to-date contact and routing numbers, ensuring flawless data for follow-up. By automatically creating orders or tickets in routing systems, teams accelerate response times and convert more prospects.
Clean Data
Auto-update lead records with correct routing numbers so reps always work with accurate information.
Seamless Orders
Generate orders or tickets in your routing platform automatically to keep workflows moving without manual entry.
Featured use cases
Automatically capture and enrich lead details with routing numbers and update your database in real time.
+ moreAutomatically route and manage outbound calls based on new leads and locations, with real-time delivery updates.
+ moreAutomatically transform new lead details into routing orders in real time to accelerate fulfillment and reduce manual errors.
+ more