We now offer new activities in the Outgoing Leads API with real-time information about lead assignment.
Manual and Automatic Assignment
A lead could be assigned to an Agent in the Lead Manager CRM in one of two ways: automatic or manual. Automatic lead assignment – standard Round-Robin, weighted or geographic – happens instantly the moment the lead is saved in the Lead Manager CRM and manual assignment requires human interaction.
Lead was assigned
When a lead is assigned, either automatically or manually, your destination will receive an activity with
type set to
"was_assigned". Keep in mind that this activity could be in the
activities list of the new Lead or standalone in a
Here is an example
"description": "Lead was assigned to Jack Johnson",
"name": "Jack Johnson",
A similar activity is sent when a lead is reassigned to another Agent. In this case the
description will contains a summary of what happened, like
“Lead was assigned from Jack Johnson to Jason Mraz”.
Lead was unassigned
There is a specific activity for when a lead is unassigned,
"description": "Lead was unassigned from Jason Mraz",
When automatic lead assignment is not configured with Round-Robin the assignment will be manual in the Lead Manager CRM. Since this manual process could potentially take a long time when a lead created in the Lead Manager CRM and the assignment will be manual a new activity is sent:
"description": "Lead was created without being assigned to an agent",
These new activity types are a big step towards making lead assignment extensible within Real Geeks. Now other lead destinations have assignment information in real-time. The next steps are:
- Allow clients to change lead assignment using the Incoming Leads API by sending these activity types.
- Allow destinations and/or clients to decide if leads should wait to be assigned before sending them. This way destinations can receive only assigned leads.