Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×1.21%
- consultancy2×1.21%
- custom user2×1.21%
- custom user fields2×1.21%
- even2×1.21%
Meta Conversion Leads Integration for Salesforce
Meta Conversion Leads Integration for Salesforce helps you securely send CRM events so you can optimize for higher quality leads with the conversion leads optimization goal. Advertisers with the Conversions API for CRM setup who are using the conversion leads performance goal for instant form campaigns can see an average 21% lower cost per quality lead.* *Results based on an A/B test of 1,031 advertisers running Conversions API for CRM-integrated instant form campaigns using the conversion leads performance goal between Jul 28-Aug 11, 2025. Quality lead is defined as lead that was followed by a later conversion event configured by the advertiser, typically a purchase, subscription, app installation, or similar event.
Top keywords
- conversion5×4.42%
- leads5×4.42%
- conversion leads4×3.54%
- goal3×2.65%
- lead3×2.65%
- quality3×2.65%
- advertisers2×1.77%
- api2×1.77%
- campaigns2×1.77%
- conversion leads performance2×
