Skip to content
Features Pricing Docs Blog
Start free trial

Auto-Assign Leads

Workflow editor showing event = After Save and the assignment configuration

Auto-Assign Leads

Section titled “Auto-Assign Leads”

Manual lead assignment is slow and inconsistent. HARi CRM lets you create workflows that automatically assign new leads to the right sales rep based on region, source, or any custom rule.

Region-Based Assignment

Section titled “Region-Based Assignment”

If your team is organized by territory, assign leads based on a region field. (Add the region field to the Lead entity first via Add a Custom Field if it doesn’t exist.)

  1. Go to Settings > Workflows
  2. Click to create a new workflow
  3. Configure:
    • Name: “Lead routing — Hong Kong Island”
    • Entity: Lead
    • Event: After Save (runs once the record is saved)
  4. In the IF (conditions) section, add:
    • region equals Hong Kong Island
  5. In the THEN (actions) section, add an Update record field action:
    • Field: Owner
    • Value: the user covering Hong Kong Island
  6. Save and activate

Repeat for each region (Kowloon, New Territories, etc.) or — better — use a single workflow with IF/ELSE branch actions:

  • Branch 1: IF region equals “Hong Kong Island” → Update Owner to Rep A
  • Branch 2 (ELSE IF): region equals “Kowloon” → Update Owner to Rep B
  • Branch 3 (ELSE default): Update Owner to Rep C

Source-Based Assignment

Section titled “Source-Based Assignment”

The Lead entity ships with a Source field (Website, Referral, Social, Event). Route by source:

  • Leads from “Website” go to the inbound sales team
  • Leads from “Referral” go to the partnership manager
  • Leads from “Social” go to the social-selling specialist

The pattern is identical to region-based: an IF branch per source value, with an Update record field action setting Owner.

Notification on Assignment

Section titled “Notification on Assignment”

Add a second action to your assignment workflow to notify the new owner:

  1. After the Update record field action, add a Send notification action
  2. Set the recipient to the user you just assigned (a literal user ID, or {{record.owner_id}})
  3. Write a message: “New lead assigned to you: {{record.title}}”

The rep sees the notification immediately in HARi’s top bar.

Looking for round-robin distribution? It is on the roadmap. Today, route by deterministic rules (region, source, value bracket) to get most of the same effect.

Next Steps

Section titled “Next Steps”