Automatic lead assignment just learned a new routing rule: Referral Source Routing. Map each sales rep to the lead sources they own — Google, Bing, Facebook, Angi, or any source in your list — and every incoming lead from that source is assigned to that rep automatically, with the rep set as the Lead Owner the moment the lead is created. Leads from your marketing channels land with the person who works them, instantly and without a dispatcher touching a thing.
What's New
- Referral Source Routing mode: a new option in the automatic lead assignment dropdown on the Lead Assignment screen, alongside your existing round-robin setup.
- Per-user lead source mapping: enable a rep with the checkbox, then pick one or more lead sources in their Lead Source selector — one rep can own several sources.
- Automatic ownership: an incoming lead whose referral source matches a rep's mapping is assigned to that rep as Lead Owner, immediately on creation.
Who This Is For
- Owners and sales managers who dedicate specific reps to specific lead channels
- Sales reps who own a marketing source and want their leads the moment they arrive
- Marketing teams tracking channel performance — the source's leads always sit with the same owner
- Offices that want lead distribution to run itself, with no manual reassignment
⚙️ How to Configure
- Go to Settings (gear) → Sales → Lead Assignment. Turn on Automatic Lead assignment and choose Referral Source Routing from the dropdown.
- Check the box next to each sales rep you want in the routing, and select their Lead Source(s) — for example, one rep for Bing, another for Google.
Settings (1) → Sales (2) → Lead Assignment (3) → Referral Source Routing (4): enable a rep (5) and map their lead sources (6)
- That's it. When a lead arrives with a matching referral source, it's assigned automatically — the rep appears as the Lead Owner on the lead record.
A lead with Referral Source: Bing (1), automatically owned by the rep mapped to Bing (2)
Good to Know
- Works with your existing sources: the Lead Source selector draws from the lead sources already configured in your account, so channels like Angi, Google, Bing, or Facebook route as soon as you map them.
- Multiple sources per rep: a single rep can own as many sources as you like — and you decide which reps participate with the checkbox.
- Availability still applies: as with automatic lead assignment generally, if the sales representative isn't available in the configured shift time, the lead stays unassigned for your team to pick up.
Available Now
Referral Source Routing is live now under Settings → Sales → Lead Assignment. Map your channels to your reps once, and every new lead finds its owner by itself. This one came directly from customer feedback — keep telling us how your team routes work, and we'll keep automating it.
