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Care to share your Routing (FlowBuilder) Maps?

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    Rich Talmo

    Andrew - I'm a Salesforce Owner for a SaaS outfit in SoCal.  I'd be happy to connect on Zoom to talk shop re New Lead and ReMQL routing events - it's a mix of LeanData, Pardot, and Salesforce automations [especially the ReMQL events].  The routing graph doesn't tell the whole story.

    Rich Talmo

    Restaurant365

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    Andrew Beltran

    Rich,

    Sorry about the delay, as I just saw this reply.  You are a great person for offering to share your insight with me and I will be taking you up on that offer shortly!

     

    Regards,

    Andrew

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    Danita Fleck

    Hi Andrew,

     

    I'd be happy to Zoom and show you our lead and contact routing/assignment FlowBuilders and SFDC lead assignment rules.

    We're using LeanData to assign leads and deal registrations (our rules are very complex), to merge duplicate lead records, and auto-convert leads to contacts for partner accounts (to keep the prospect and customer leads cleaner). 

    We're also using LeanData Attribution.

     

    Looking forward to meeting you!

     

    Danita Fleck

    Senior Manager Marketing Operations

    (408) 348-8446

     

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