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.