Call & Lead Handling
Automatic Lead Routing by Zip Code and Capacity
No-Code Flow
2 hours
The Problem
When a new inbound lead arrives, this automation checks the zip code against your service area map and routes it to the right location or technician based on current capacity. No more manually forwarding leads or losing them to the wrong inbox. Works for any multi-location or multi-crew operation.
How It Works
Input
New lead form submission or CRM entry with zip code and job type
Transformation
Lookup table or logic flow matches zip code to service zone, checks crew availability, and assigns lead to correct location or dispatcher queue
Output
Lead auto-assigned to the right crew with a notification sent to the responsible dispatcher or CSR
ReplacesManual lead triage and forwarding by office staff
RolesOwnerDispatcherCSR
IndustriesHVACPlumbingRoofingPest Control
PrinciplesSpeed Wins the JobReplace the Boring 80%