We just released a game-changing update for anyone assigning leads to their team — Advanced Logic for your Lead Assignment and Lead Distribution Rules! 🤯
This will save you a lot of time when setting up rules to send new leads to specific people based on the information a lead submits.
It’s super useful when you want to route leads to team members based on the campaign, contact form, or the product a lead is interested in. But instead of creating ten or twenty rules to exactly match every form and campaign name, you now only need to create one rule. ☝️
Why use this?
Previously, only one type of rule was available – EQUALS – which required your lead’s data to be a 100% match with the rule criteria.
So if you wanted to assign new leads from two campaigns with almost the same name, you’d have to create two completely separate rules. Have 10 similar campaigns? That’s 10 rules! 😭
Advanced Logic to the rescue
With this release, you get much more flexibility because a lead rule can now match with only part of the campaign name, and not its entire name.
Let’s say you have new leads coming from multiple Facebook campaigns that follow a specific naming convention, such as “NYC_TestDrive_Forrester_May2025” and “NYC_TestDrive_Crosstrek_May2025”. Now you can…
Should you assign or distribute leads?
Advanced Logic works for both!
- Use Lead Assignment if you have a sales team and want to have full visibility into each lead’s status and activities.
- Use Lead Distribution if you only want to forward new leads so others have a copy, or if you’re a marketing agency routing new leads to your clients.
You now also have the option to send new lead alerts via WhatsApp, so recipients who don’t have the Privyr app can immediately receive each lead directly on WhatsApp.
You’ll see the new Advanced Logic options when setting up your lead assignment or distribution rules under your Integrations tab on the mobile app or web version of Privyr.
– Team Privyr
