Assignment rule and Zoho modules

Assignment rule and Zoho modules

Today, assignment rules
works
for imported leads, contacts etc.. as well as leads captured through web forms.

I see two important enhancements, that I hope you'll consider:

  1. Integration: this feature is not working for leads captured from SalesIQ, Zoho Desk, or even Zoho Campaigns (for instance newsletter subscribers). As a single
    web-platform
    it's a shame not taking benefit of the integration
  2. The assignment rule works only if you have the data within the webform. I think that under certain conditions, it should act as a workflow > if we grab the data after that the lead is generated (for instance thanks to a lead qualification process, or thanks to salesiq) the assignment rule could be triggered.

    Today, we use assignement rule, but it helps assign only 50% of our leads (imported leads only). 40% are covered thanks to workflow rules. 10% are still manually assigned because we can do a round-robin assignment in the field update action of a workflow.