Instant Routing
Auto-assign tasks the moment statuses change so work moves forward without manual intervention.
- Team Automation
- Team Coordination
Team Coordination
Automatically route tasks to the right teammate whenever a deal, ticket, or project changes status or matches specific location or inquiry rules. Zapier keeps assignments consistent and transparent, so nothing slips through the cracks. Managers gain real-time visibility while teammates receive clear, actionable work cues.
Smart Matching
Distribute tasks based on location, expertise, or inquiry type to ensure the best-suited teammate handles each item.
Clear Visibility
Give managers and teams an up-to-date view of ownership and workload, reducing confusion and follow-ups.
