Trigger assignment rules in SFDC to re-assign leads

[Anonymous]

Hi everyone,

We are trying to figure out a way to trigger the assignment rules in SFDC to re-assign leads to new owners. We will be assigning all nurture leads to Marketing ownership and once the leads hits a certain lead score we want them to be reassigned to an inside sales rep for follow up.

Can anyone tell me if this is possible? And if so, how can we go about implementing this?

Thanks in advance for your help!

[Anonymous]

Lindsay Holland​ FYI. I moved your post to Products and Support​

[Diederik_Marte4]

Yes, this is very much possible. We temporary sync all successes (form fills) to SFDC with Marketo as the owner. And when they meet certain criteria they are dispatched to the right person. A top here: Don't try to build the sync in every program you run. Centralize your syncing in one place. Try a Community search on "Life cycle campaigns".

[Elliott_Lowe1]

Your SFDC admin can easily create an assignment rule that is triggered on leads owned by Marketing when the Leads Score field reaches a certain value.  If you are the SFDC admin, you can read the Creating Assignment Rules help article.  

[Grégoire_Miche2]

Hi Lindsey,

YOu maylike this idea :

-Greg