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ZavoqZavoq 

Auto-assign web-to-lead leads to a Queue

I am trying to figure out how to write a lead assignment rule so that all leads that come in from a Web-to-Lead form automatically get assigned to a Lead Queue (in my case Lead-Open Queue.)  Can anyone point me in the right direction?

 

Thanks

 

cg

PeanutmanPeanutman

Hi CG,

 

You probably already found the answer for this, but in case not, here goes.

 

When dealing with Web to Lead, when you are setting up your Web to Lead form, you can set the value of the field 'Lead Source' to a specific value. (In fact, you can have this field be a hidden field so no one evens sees it.)

 

Then, you can set up a Lead Assignment Rule which says if the Lead Source field is equal to 'Web', then have the Lead go to the Lead-Open Queue.

 

Hope this helps.

 

Eric

Andres BalasAndres Balas
When I am testing this functionality I try to post a lead from the web to lead form it doesn't create the record, but if I disable the lead assignment, it works fine. so I don't get what am i missing but if you have any information please let me know. my lead assignment has only one criteria which is if state = UT then assign it to a user named Irvine Test and thats it.