I created a lead assignment rule that follows this logic:
- If a lead has a Pardot Score over a 50 AND they are located in the United States -> Assign it to Salesperson.
- If a lead does NOT meet the criteria above -> Assign it to me
My questions is:
- if a lead goes through the lead assignment rule and gets assigned to me, and then it later matches the criteria to be assigned to salesperson, how can I set it up so that it reassigns itself to the salesperson when it meets the necessary criteria?
Hi @Abi Beaty
You can create a record triggered flow on when the record is created and the record is updated. Set the decision criteria rule on lead object as - If a lead has a Pardot Score over a 50 AND they are located in the United States -> Assign it to Salesperson.
- If a lead does NOT meet the criteria above -> Assign it to owner. Save and activate the flow.
