Lead Router Template

A lead that's not in the right hands is like a message in a bottle lost at sea. Instead, ensure each new lead that comes in gets the right sales rep in the quickest possible time by using a lead routing system built using Zapier inspired by Zach West from Aptitude 8. Automate lead distribution by alerting reps based on determined criteria and then let them claim leads. This template helps you set up a lead routing system that relies on Zapier Tables, Zapier Interfaces, and Zaps. It features: a lead capture page for prospects to submit information, including a customizable form an lead routing interface and tables to view leads, agents or reps, metrics, and events an agent claim page for an alerted sales representative to claim a lead five Zaps: two to adjust the weights of each metric, one to track sales team events, one to alert qualified agents when there's a new lead, and one to update details when a lead has been claimed You can edit each page, table, and Zap, however the routing rules are currently set based on region and company size. Lead assignment is based on which sales rep claims the lead, first. A sales agent's ranking score is calculated based on how many meetings they have booked and how many closed won deals they have secured. This is also customizable based on your own best practices and sales process. To set things up, all you need to do is: Click Use template Sign up or log in to your Zapier account (it's free to sign up)