Sync Facebook leads to Salesforce for randomized location-based sales rep assignment
Sync Facebook leads to Salesforce for randomized location-based sales rep assignment
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Streamline your lead management process by automatically syncing new Facebook leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise. Easily integrate Facebook Leads Ads to Salesforce to capture leads, find the team of reps in the lead's location and randomly assign a rep to the lead ensuring even distribution across your team for maximum conversion.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger.
Returns information about the form.
Gets a specified record in an object.
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