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Automated Lead Routing | SmartMoving | Support
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How Lead Routing and Follow-Up Automation Work Together “⚠️ Automation Rule Order Matters” Running Multiple Rules with the Same Trigger
Each rule includes a toggle at the bottom of the rule form, below the Actions section: “"If this rule runs, don't process subsequent rules."” Setting Up Lead Assignment Rules
Overview “In SmartMoving, lead routing automation rules allow you to automatically assign leads to the right salesperson or sales role based on criteria such as service type, state, referral source, or branch.” This guide explains how to create and manage lead routing rules, and outlines typical use cases and best practices.
Running Multiple Rules with the Same Trigger “SmartMoving allows multiple automation rules that share the same trigger (for example, When Lead Is Created) to run, depending on your rule settings.” Each rule includes a toggle at the bottom of the rule form, below the Actions section:
Step 1: Access Automation Rules “This is your centralized page for building automations for lead routing, follow-ups, and task creation.” Step 2: Create a New Automation Rule
Step 2: Create a New Automation Rule “The Condition and Actions sections sit on the same form, below When.” The Assign Lead To action can be used with most trigger events in Automation Rules, giving you flexibility to assign or reassign leads at key points in the sales process.
Repeat Customer Routing “Route returning customers to the same salesperson they worked with previously.” Even Distribution / Round-Robin
The Condition and Actions sections sit on the same form, below When. Step 3 and Step 4 cover them. The Condition section becomes available once you choose a trigger. “The Assign Lead To action can be used with most trigger events in Automation Rules, giving you flexibility to assign or reassign leads at key points in the sales process.” Common trigger events you can pair with Assign Lead To include:
A person who belongs to more than one selected role is listed once, not once per role. They also receive one lead per turn in the round-robin rather than one per role they hold. “This setup is ideal for distributing leads across sales teams, multiple branches, or high-volume inbound environments.” Step 5: Save and Test