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Clark Buskey (WeWork) 님이 #Sales And Marketing에 질문했습니다
Hey trailblazers,

 

I'm running into a scenario where we want to hold on assigning Leads when they come into Salesforce. We also want to use Pardot to help determine where they get assigned.

 

Once they reach a certain threshold (Pardot Score > 60 for example), we want to be able to run the Lead Assignment Rules set up in our Salesforce org.  In the Automation Rules and Completion Actions, I know there is the "Assign via Salesforce Active Assignment Rule" action, but I don't know if this will run leads back through the Lead Assignment Rules since they already exist and have a queue for an owner.

 

Has anyone tried using this Pardot action to re-run Lead Assignment Rules and if so, was it successful?
답변 1개
  1. 2018년 7월 10일 오후 8:13
    Hi Clark, Using the "Assign via Salesforce Active Assignment Rule" action will run leads back through the assignment rules every time they run through the automation rule.
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