Pre-Assigning Users to Contacts
Automatically assign a team member to a lead or contact.
If your Avochato users already have a relationship with their leads and contacts, you will want to make sure they are the 'owner' of their contacts. Any inbound message from that contact will be auto-assigned to their related owner by default.
You can also configure inbound calls to route to their respective owner.
The most common way to assign contact ownership is by CSV Upload, but you can also do this on an individual basis.
To automatically assign a contact to an owner, you can integrate with our API, Use Zapier, or automatically sync contact data from SF into Avochato.
Route Incoming Calls to Owner
Go to Settings → Call Forwarding
There are two options to route incoming calls to the owner
- In Browser Calling
- Only Owners Receive In-browser Calls for users logged into the website and accept in-browser calls
- Always Forward to Owners for forwarded phone calls
Assign Contact Owner
1. CSV Upload
When importing a contact list via CSV, you can add a column with the header titled "User". You will want to populate the rows with the team member's email addresses they use when logging into Avochato. When the list is imported, all contacts will have the related "owner".
2. Individually / Ad Hoc Assignment
Navigate to the contact record in Avochato (You can click their name in the main inbox to jump there quickly).
As you scroll down through the various fields, you will notice the "Owner" field. Click and select the owner of the contact by email address then click "Save".
Note, you can still re-assign a conversation to a different user while keeping the owner of the contact the same. This can be useful if another user needs to be the main point of contact for a set period of time.
Using the Avochato – Update Contact Apex action, you can sync data from your Salesforce records into Avochato contacts, allowing for real time data propagation. See more here.