Automated Lead Routing
Use Case Overview
Key Model(s) and Fields | Supported Applications |
---|---|
Leads firstName lastName emailAddress phoneNumbers company | Salesforce CRM, HubSpot, MS Dynamics CRM, Zoho CRM |
Tasks taskSubject taskContent taskOwner taskStatus | Salesforce CRM, HubSpot, MS Dynamics CRM, Zoho CRM |
Data Flow: Your App -> CRM
This is a write integration. In this use case example, you can POST and PUT/PATCH target resources to help users follow up on their leads quickly.
How to build this use case with Alloy's Unified API
1. Create a Connection
To get started, you'll need to first implement Alloy's Unified API and create a connection. A connection represents each time an end user links an app to Alloy's Unified API. See Creating a Connection in our Unified API Quickstart.
If you’ve already done this, read on!