Sync Typeform leads to Salesforce for randomized location-based sales rep assignment
Sync Typeform leads to Salesforce for randomized location-based sales rep assignment
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About
Streamline your lead management process by automatically syncing new Typeforms 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.
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 form.
Creates a new bulk data job.
Creates a new record in an object.
Adds an image in your Typeform account.
Creates or updates a webhook.
Deletes a form.
Deletes a record.
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