Actions29
- Ticket Actions
- Company Actions
- Contact Actions
- Deal Actions
- Lead Actions
Overview
This node integrates with the BCP CRM API to manage leads within a CRM system. Specifically, the "Assign Lead to Sales Rep" operation allows users to assign one or multiple leads to sales representatives either equally or randomly based on specified weights. This is useful for automating lead distribution among sales teams, ensuring balanced workloads or targeted assignments.
Practical examples:
- Assigning a batch of new leads evenly across selected sales reps.
- Distributing leads randomly but weighted by sales rep performance or availability.
Properties
| Name | Meaning |
|---|---|
| Lead IDs | Unique identifiers of the leads to be assigned. |
| Type Assign Name or ID | Method of assignment: - Equal: Assign leads evenly among selected sales reps. - Random: Assign leads randomly based on weights provided per sales rep. |
| Sale Names or IDs | List of sales representatives (by name or ID) to assign leads to when using "Equal" assignment type. |
| Lead Assignment Weight | Collection of sales reps with associated weights used for random assignment. Each entry includes: - Sale Name or ID - Sale Rep Weight (numeric value indicating assignment weight) |
Output
The output is a JSON array containing the results of the assignment operation. Each element corresponds to an assigned lead record returned from the BCP CRM API. The structure reflects the CRM's response data about the assigned leads.
No binary data output is produced by this operation.
Dependencies
- Requires an API key credential for authenticating requests to the BCP CRM API.
- The node makes HTTP requests to the BCP CRM endpoints to perform lead assignments.
- Proper configuration of the API base URL and API key in the node credentials is necessary.
Troubleshooting
- Missing Lead IDs: If no lead IDs are provided, the operation cannot proceed. Ensure the "Lead IDs" property is correctly set.
- Invalid Sales Rep IDs: Providing invalid or empty sales rep IDs will cause the API request to fail. Verify that sales reps exist and are correctly referenced.
- API Authentication Errors: If the API key is incorrect or missing, authentication will fail. Check the API key credential configuration.
- Assignment Mode Mismatch: When using "Equal" assignment mode, the "Sale Names or IDs" list must be populated; for "Random" mode, the "Lead Assignment Weight" collection must be properly configured.
- API Request Failures: Network issues or API downtime can cause errors. Review error messages and retry as needed.
Links and References
- BCP CRM API Documentation (generic link, replace with actual if available)
- n8n Expressions Documentation – for dynamic input expressions in properties.