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.
Trusted by thousands of fast-scaling organizations around the globe
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.
Copies an email or a draft into a selected folder.
Creates and adds a new draft to a selected folder.
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.
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