Setting leads based on zip codes

Hi all, I am trying to set up logic to auto assign leads based on zip codes. I know how to do this by state using a business rule and process definition but setting up a rule with 41K+ zip codes seems a bit much. any ideas on the best way to set this up?

Parents
  • Hi Zach, I have seen this topic come up before and wanted to share a couple of threads. I don't think there is an easy/straightforward solution, but I'm sure there are ways it can be done.

    This thread is quite old now, but I'm pretty sure the concepts in the verified answer still apply: Assign leads based on zip code range. Note that it handles zip codes in blocks, using a range of zip codes instead of a single one at a time.

    This thread by   is more recent and talks about some third-party services you could consider: Adding the Name of the County in Account records based on the Postal Code?  

    Hopefully these will at least give you some background info and things to consider based on past discussions.

    Good luck!

    -Brenda

Reply
  • Hi Zach, I have seen this topic come up before and wanted to share a couple of threads. I don't think there is an easy/straightforward solution, but I'm sure there are ways it can be done.

    This thread is quite old now, but I'm pretty sure the concepts in the verified answer still apply: Assign leads based on zip code range. Note that it handles zip codes in blocks, using a range of zip codes instead of a single one at a time.

    This thread by   is more recent and talks about some third-party services you could consider: Adding the Name of the County in Account records based on the Postal Code?  

    Hopefully these will at least give you some background info and things to consider based on past discussions.

    Good luck!

    -Brenda

Children
  • Thanks everyone, for the time being I am using Zapier to implement the function i needed by creating a zip to terr module. I think i will work on a web hook for the future but this was a quick solution.