How to assign a new lead to an owner while inserting the lead via API?

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  You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...

• Can I notify the lead owner when a new record is assigned?

  Yes, you can. While creating a Web-to-Lead form , you must select the Notify Lead Owner check box under Email Notification, so that the corresponding Lead Owner will be notified when a new Lead is created. However, this option is available only in ...

• Can I trigger an email after inserting a lead through API?

  Yes, you can do this by creating a workflow to send automated emails when leads come into CRM. When you call the API to insert Leads, please append the parameter "wfTrigger" with the value as "true".  Read more about inserting record parameters. This ...

• Assigning Record Owner

  The assign owner action lets you automatically ascribe ownership to a record when the associated workflow rule is triggered. This action applies to all the triggers except delete of a record or cancel of a meeting. If a record satisfies more than ...

• Record Owner Suggestion in Assignment Rule

  Zia can suggest a suitable record owner(s) based on specific criteria. If the organization has setup assignment criteria then Zia will draw a pattern from those rules to identify the most suitable record owner. For example, you can set a criteria ...