Automated Lead Assignment

Save time by automating your most common sales and marketing processes, like lead assignment.

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Only pass the best leads from marketing to sales.

  • Send high-quality leads to sales.

    Trigger lead assignment based on a custom threshold. Work with your sales reps to automate assignment based on criteria that matters to them.

  • Assign leads based on logic you create.

    Assign leads to sales reps in a round-robin style, by territory, or based on any other logic you create.

  • Use Pardot or Salesforce CRM to assign leads.

    Lead ownership information is passed between Pardot and Salesforce, so you can assign leads using whichever interface you’re more comfortable with.

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