On Lead Create a CRM workflow sends email to Lead.
The email contains a button which is a link to a Booking Consultation.
I do not want my customer to have to know/select the correct Consultant. The correct Consultant is the one who is assigned to the Territory (U.S. State) in which the Lead resides,
Therefore, I currently have
One consultation for each Sales Rep.
One CRM email template for each Sales Rep with a Button which links to their specific Bookings Consultation.
I'd like to not hard-code either or both parts of this. I know this can be done using Flow, but I wonder if there is an easier path.
Your ideas, please and thank you.