Automated Lead Routing

Alloy simplifies the process of setting up lead routing from any third-party system directly into your app. You can do so in three steps:

1. Select the 3rd party app

• Select and connect the third-party system (e.g., Salesforce, HubSpot) where your leads are managed by using Alloy’s pre-built connectors.

2. Configure the data flow

• Define the trigger event for the workflow, such as a new lead creation or lead status change in the third-party system.

3. Set up lead routing rules

• Specify the conditions for routing leads, such as lead source, geographic location, industry, or lead score.
• Define the rules for assigning leads to the appropriate team members or departments within your app based on the specified conditions.