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How to create a round robin in Zapier (Video)

February 20, 2020

Assigning new leads by round robin is a popular method for most sales-based businesses. We teach you how to add round robin logic to your zaps.

Say you've got leads coming in and a multi-person sales team. You want leads assigned evenly (or perhaps even unevenly) amongst them - how do you do it? With Zapier it's pretty easy using two of their built-in features, Zapier Storage and Lookup Tables.

Zapier Storage is a very useful tool, allowing you to store data that can be accessed by any other zap any time it runs. For our purpose, it's the perfect way to keep a count of every time a zap runs and a lead is assigned.

We combine this with a Lookup Table which produces a different output (the name of the next salesperson) depending on the input value (whatever number the counter is at).

The process is wrapped up with a filter and another Zapier Storage step which resets the counter when it exceeds the number of salespeople on the team.

Watch our video to learn more. In this example, we're using Google Sheets, but you could just as easily add round-robin logic when creating deals/projects in Pipedrive, Hubspot or Asana for example - basically any app that lets you assign owners to records.

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