Lead Geolocator

The Lead Geolocator will identify the location of a lead. To do this, the administrator will have to configure the system to find the text associated with the location, similar to the Lead Transformer.

Below is an example of a rule that picks up the zip code of a lead, using this data to determine the location of the lead.

Email Address: *
Label: Zip Code
Find: /Zip Code:(.*)/

This rule will find the zip code within the lead information and use the variable data as the search information. As a result, the location will be defined as the centre of the zip code region.

Geolocation weighting can be used to indicate the importance of the lead’s physical location. If the weighting is kept at nil, the location will have no impact on the routing. If the location is important to the account’s business needs, then the weighting would act similarly to Exclusive Tags.

Note: if there are multiple lead sources, Bluebird can help. There may be support fees to help assist with Lead Geolocator rules.