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Lead routing rules

@revopslab/lead-routing-rules

Design, test, and apply lead routing rules outside your CRM. Write ordered rules in a JSON file (existing-account match, partner, segment, region, junk filters), prove them with rule tests, then route a leads CSV with weighted round robin, out-of-office skips, and a fallback queue. Works with HubSpot, Salesforce, or any CSV.

SkillRevOpsv1.0.0 (latest)Tested
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  1. 1First Name,Last Name,Email,Company,Employees,Country,Lead Source
  2. 2Lead,One,buyer@northwind.example,Northwind Traders,350,US,Webinar
  3. 3Lead,Two,cto@fabrikam.example,Fabrikam Health,4200,US,Demo request
  4. 4Lead,Three,it@contoso.example,Contoso Robotics,1200,DE,Demo request
  5. 5Lead,Four,someone@gmail.com,Self,,US,Ebook
  6. 6Lead,Five,ops@tailspin.example,Tailspin Toys,45,US,Free trial
  7. 7Lead,Six,owner@litware.example,Litware,12,CA,Free trial
  8. 8Lead,Seven,head@adventure.example,Adventure Works,600,US,Partner referral
  9. 9Lead,Eight,vp@wideworld.example,Wide World Importers,250,GB,Demo request
  10. 10Lead,Nine,info@proseware.example,Proseware,30,US,Free trial
  11. 11Lead,Ten,new@unknownco.example,UnknownCo,,US,Contact us
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