I just wanted to confirm that a form that is submitted via Zoho Survey "qualifies" to trigger a Lead Assignment rule in the CRM?
...it does not seem to be so....a Survey is submitted with a hidden custom variable that populates the "Company Name" with something like: CHANGE ME
I then set up a lead assignment rule that says: if a lead has "CHANGE ME" as company name, assign to UserX.
The problem, it is not being assigned to UserX, it is being assigned to the person who created the Survey.
I <could> use a full-fledged Workflow rule to do the assignment, but then I lose the ability to do a round-robin assignment of Leads...it would have to go to one person since the workflow rules do not give the option of a round robin assignment.
Any ideas?
Thanks!