If you have a large number of Leads to import into Channeltivity to distribute to Partners and Distributors and already know which User should receive which Lead,  the "Auto-Assign to Partner User Email" field can help. Available in the CSV Lead Import Template (column name: AutoAssignToUserEmail) and Channeltivity's Lead Distribution integrations with HubSpot and Salesforce (field name: Auto-Assign to User Email), the field allows the automatic assignment of the Lead. Here's how it works:



When a Lead is imported via CSV, Salesforce, or HubSpot and the "Auto-Assign to User Email" field contains the email address of...

  1. an Active Partner or Distributor User with 
  2. permissions to the Lead Distribution module,

then the Lead is assigned to that User. If either of those two conditions are not met, the Lead remains unassigned. 


Note: You must set the Auto-Assign to User Email field BEFORE importing the record to Channeltivity.  


Setting up automatic Lead assignment with our Lead Distribution integration with Salesforce 

  1. Create an email field (or formula) on the Salesforce Lead record.
  2. In Channeltivity, map that email field to the "Auto-Assign to User Email" field on the Lead in Channeltivity. 
  3. Any imported Leads with the "Auto-Assign to User Email" field set to a correct value will automatically be assigned.

Setting up automatic Lead assignment with our Lead Distribution integration with HubSpot 


1. Create a single-line text field on the HubSpot Deal.

2. In Channeltivity, map that field to the "Auto-Assign to User Email" field on the Lead in Channeltivity.

3. Any imported Leads with the "Auto-Assign to User Email" field set to a correct value will automatically be assigned.