Automated Lead Distribution and Weekly Email Sending Zap
Muhammad Luqman khan
In this project, I created a Zapier automation to streamline the lead distribution process for a client in recruitment business.
The system filters leads from a Google Sheet based on the assigned states of their agents. Every Monday at 9 AM, it sends each agent an email summarizing their allocated leads from the previous week (Monday to Sunday).
This automation ensures that agents receive timely and accurate updates, enhancing their efficiency and responsiveness.
The solution leverages the power of Zapier to integrate Google Sheets and email services, providing a seamless and reliable workflow.
Here is the screenshot of the zap:
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Posted Jul 17, 2024
Automated lead distribution using Zapier filters leads in Google Sheets and emails agents weekly. Ensures timely updates and enhances agent productivity.
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