In this video, we dive into advanced lead allocation automation using Make.com. Learn how to apply conditions such as product-specific allocation, geography-based filtering, attendance tracking, and daily/monthly lead limits to ensure a balanced and efficient sales team workload.

We cover:

1. Setting up and managing Google Sheets as the lead and sales team master
2. Using conditional logic to allocate leads to the right salesperson
3. Integrating with CRM systems like Zoho and Salesforce for automated lead creation
4. Managing attendance-based lead allocation and capacity limits

Follow along as we build these automations step-by-step, using no-code tools to streamline lead management and enhance productivity in your business.

By the end of this video, you’ll be able to implement a comprehensive lead allocation system in your own organization.

If you’re new to Make.com or automation, this tutorial will guide you through every stage of the process. Get ready to automate and optimize your lead allocation system!

Visit Us :
Website: www.growwstacks.com/
Instagram: www.instagram.com/automation.diy.growwstacks/

[Lead Allocation Automation, Sales Automation, Make.com Tutorial, CRM Integration, Google Sheets Automation, No-Code Automation, Sales Team Management, Zoho CRM Automation]

#LeadAllocation #Makecom #Automation #Sales #CRM #GoogleSheets #Zoho #Salesforce #NoCodeAutomation #SalesTeam

🔔 Don't forget to like, comment, and subscribe for more automation guides