Lists, Lead Scoring & Workflows

deanrenshaw
Colaborador(a)

Lead Rota - Salesperson on holiday

Hi,

 

Is there are way of syncing users from salesforce or bamboo HR to denote if they are away from the office?

 

I have a team receiving leads and not all are available due to holiday and sickness. I have hooked up a 'no contact with lead' workflow that realloactes. But ideally an API of sorts would be better.

 

Thanks a million! Dean

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2 Respostas 2
PamCotton
Gerente da Comunidade
Gerente da Comunidade

Lead Rota - Salesperson on holiday

Hello @deanrenshaw, Happy Monday!

 

I was able to check more information and the way to connect the two would be to use a 3rd-party integration such as Zapier or automate.io to sync the data.

 

I would highly recommend you to please post this idea at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

 

Kindly,

Pam

 

 

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deanrenshaw
Colaborador(a)

Lead Rota - Salesperson on holiday

Why thank you Pam, Will post as idea! 🙂

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