API Routing

Created by Carbot Admin, Modified on Wed, 10 Aug, 2022 at 11:57 AM by Carbot Admin

Overview

The API link can contain many different types of inbound lead which by default are routed to the Sales team (Customer Hub in this example).  The system works by using rules to match fields in the inbound lead and if met, routes the lead to the Selling team (Customer Hub Sales in this example).


Rules

A rule is configured using four parts:

  • Source
  • Brand
  • Lead Request
  • Lead Type


Screenshot


No Rules Matched

Rules are in place to route certain leads to the Selling team.  If no rules are matched then all leads will go to the Sales team.








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