Skip to content
Templates
Assign incoming leads to hosts by cluster and capacity

Assign incoming leads to hosts by cluster and capacity

Your contact assignments for selected buildings sometimes go to the wrong owner, delaying first outreach. This routes leads to available hosts and updates records for same-day follow-up.

Assign incoming leads to hosts by cluster and capacity

Workflow preview:

Zap details:

Overview

Stop uneven lead loads and missed first touches that slow conversions. This routing hands building-specific contacts to available hosts and updates contact records so reps get balanced work and can reach out same day.

Assign incoming leads to hosts by cluster and capacity