Lead routing, distribution, assignment, round-robin…whatever you want to call it, getting new leads assigned to the best salesperson is what RouterJet does.

RouterJet auto-assigns leads, deals and contacts in Pipedrive. Assign leads to agents based on any deal field (e.g., price, location). It’s fair and fast.

Features

Round-Robin It takes minutes to set up Round-Robin lead assignment in RouterJet.

Custom lead assignment rules RouterJet can assign leads based on your custom rules using any field you have in Pipedrive (e.g., location, price, custom fields, etc.)

Alert Agents about new lead with email, SMS, Slack or WhatsApp

Work hours and roster Set work hours for each team member (e.g., Monday to Friday 8-5pm), and if someone calls in sick, simply take them off the roster with one click and put them back on when they’re back. RouterJet ensures you send leads to reps that are actually working today.

Escalation If the new lead owner doesn’t follow up after X minutes, RouterJet will escalate the lead until someone on your team who can respond immediately. Never let leads go cold again!

Weighted Distribution Send more leads to high performers or limit leads to new hires.

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 leads with RouterJet!

Got questions? Email: [email protected]

Round-Robin for Pipedrive

1. Click Install on the marketplace and log in to RouterJet
2. Go to the Team page in RouterJet and turn on the agents you want to assign deals to
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 wish to assign deals to and press "save."
4. Go to Pipedrive and create a test to check that the deals are correctly assigned.

Custom lead assignment for Pipedrive Go to the Advanced Settings on the Rules page to trigger deal assignment using more granular criteria (e.g., location, amount or any custom field for the deal, etc.)

Lead alerts for Pipedrive Turn on SMS, email, Slack, and WhatsApp alerts at the bottom of each Rule page. Remember to add the mobile numbers of your agents on the team page first.

Weighted Distribution Navigate to Rules → Weights. Set weights for each agent. Higher weighted agents will receive more leads.

Lead escalation Turn on Escalation at the bottom of each Rule page. Escalation will reassign unclaimed leads to the next available agent X minutes after the initial assignment.

Tip: only use this feature for your urgent leads (like online leads)

Deals can be claimed by:

• Changing the stage in Pipedrive or
• Clicking on the notification's claim link
• Marking the deal as won/lost

Got questions? Email us at [email protected]