Auto Lead Management / Round Robin Issue

  • Resolved ppctown

    (@ppctown)


    9 years, 4 months ago

    We have UpiCRM hooked to Contact Form 7 and their flamingo-writing plugin that pushes the fields to the database. UpiCRM has no issue pulling out the fields and generating an email.

    The problem is that it seems that “Email Notifications” settings are always overwriting the “Auto Lead Management”. Regardless of my Auto Lead Management setup, it will email the user defined in the “Email Notifications” area.

    I have a simple setup where I have two different users in one conditional statement.

    Field: Name
    Operator: contains
    Value:
    Assign lead to: User 1, User 2
    Change lead status to: Received
    Webservice status: Off

    How do I route ALL of the lead submissions to the Round Robin. Do I just have this not setup correctly?

    • This topic was modified 9 years, 4 months ago by ppctown.
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  • Thread Starter ppctown

    (@ppctown)

    9 years, 4 months ago

    Nevermind. The condition was incorrect. I wanted to send “ALL” email leads to the round robin, and I was hoping that just having Name ‘contains’ nothing would be the equivalent of “send everything”. That is not the case.

    The work around:
    1) Add a hidden field to your Form
    Example: [hidden your-field1 “1”]
    2) Map the field in UpiCRM
    3) Using the mapped field: “Your Field 1” Is Bigger 0

    So, here we are saying that “Your Field 1” is greater than 0. That worked for me and got Round-Robin going.

    Plugin Author Upi

    (@upi)

    9 years, 4 months ago

    Thank you for the update!
    (closing thread)

    Uri

Viewing 2 replies - 1 through 2 (of 2 total)

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