Pipedrive >> RouterJet

Lead Routing for Pipedrive. Connect leads to the right salesperson in seconds, amaze prospects and win more business.

Description

Lead Routing. Lead Distribution. Lead Assignment. Round Robin…whatever you want to call it, getting new leads assigned to the right salesperson in Pipedrive is what RouterJet does.

RouterJet auto-assigns leads/deals in Pipedrive. Assign leads to salespeople based on any Deal field (eg: price, location). It’s fair, fast and correct.

FEATURES

Round Robin It takes minutes to set up Round Robin lead assignment in RouterJet. Super Simple ?

Custom Lead Assignment Rules Round Robin not good enough? RouterJet can assign Deals based on your custom rules using any Deal field (eg: location, price, custom fields)

Email/SMS Lead Alerts Alert agents of new Deals via Email + SMS

Work-hours & Roster Set work hours for each team member (eg: M-W-F//8-5pm) and if someone calls in sick you can take them off the roster with one-click… and put them back on when they’re back on. RouterJet ensures you send leads to reps that are actually working today. Simple!

Escalation If the new Deal owner doesn’t follow up after 14min RouterJet will escalate the Deal until it finds someone on your team who can respond immediately. Never let leads go cold again 🙂

Lead Response Reporting Fast response converts leads online. RouterJet enables you to measure and optimize your team’s lead response time.

Respond to prospects faster than your competition and win more deals with RouterJet ?

Got questions? Email us at [email protected]

Setup and installation

Got questions? Email us at [email protected]

Round Robin for Pipedrive Step 1: Click ‘Install’ on the marketplace and log into RouterJet. Step 2: Go to the Team page in RouterJet and turn-on the agents you want to assign Deals to. Step 3: Go to the Rules page in RouterJet and add your first Rule, then: Select the Pipeline and Stage you want to trigger Deal assignment Select the agents you want to assign Deals between Press Save Step 4: Go to Pipedrive and create some test to Deals to check that the Deals are being assigned correctly.

Custom Lead Assignment for Pipedrive Use the Advanced settings on the Rules page to trigger Deal assignment using more granular criteria (eg: Location, Amount or any custom field on the Deal)

SMS/Email Lead Alerts for Pipedrive Turn on SMS + Email alerts at the bottom of each Rule page. Remember to add the mobile numbers of your agents on the Team page first.

RouterJet waits 7min before sending the SMS with lead info. This gives agents time to claim the new lead before receiving an SMS.

SMS + Email alerts are not sent outside of agent work-hours.

Lead Escalation Turn on Escalation at the bottom of each Rule page. Escalation will re-assign unclaimed Leads/Deals to the next available agent 14min after initial assignment.

Tip: Only using this feature for your urgent leads (eg: online leads)

Deals can be claimed by:

  • Changing the stage in Pipedrive or
  • Clicking on the Email/SMS claim link

Contact Us to Learn More About RouterJet Pipedrive Integration

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