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Question

Round Robin, but with webhooks

aabboud94

I’ve searched for this question, and was unable to find the answer.

 

I’ve read the posts about round robin and directly sending lead info to different sales people. My scenario is sending leads, round robin, but to different people using the same CRM. . 

 

Currently, I am able to send leads via zapier to only ONE CRM via webhooks. Everything is connected correctly and running smoothly. 

 

Lead (google/facebook/webform) --→ POST Webhook (Only one user). I want to send leads round robin to multiple CRM users via webhooks

 

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

12 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @aabboud94 

Good question.

What CRM are you trying to use in the Zap?

Best to provide screenshots and outline a specific example for us to have enough context.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
aabboud94

The CRM is SalesPype Pro

Troy Tessalone
Userlevel 7
Badge +14

@aabboud94 

Can you provide screenshots with how your Webhook step is configured?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
aabboud94

 

Troy Tessalone
Userlevel 7
Badge +14

@aabboud94 

It’s unclear from those screenshots how the different users are being set that you want to assign round robin.

Is it based on a field in the API request or is it based on the API Key, etc?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
aabboud94

Each CRM user has its own unique API key. Every 1 lead would trigger a webhook that sends that lead data into that user’s crm 

Troy Tessalone
Userlevel 7
Badge +14

@aabboud94 

Help articles related to round robin: https://community.zapier.com/search?q=round%20robin

 

You can use a Storage + Lookup Table

OR

You can use Storage + Paths

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
nicksimard
Userlevel 7
Badge +11

Hi @aabboud94!

I think this is pretty much what you’re looking to do, isn’t it:

This part, in particular, shows how to output 1 of 3 different webhooks from a lookup table (similar to what you’re trying to do):

Can you see if that works for you?

aabboud94

Hi @aabboud94!

I think this is pretty much what you’re looking to do, isn’t it:

This part, in particular, shows how to output 1 of 3 different webhooks from a lookup table (similar to what you’re trying to do):

Can you see if that works for you?

Almost answers my question, but yes this is kind of the setup im looking for. the CRM’s im sending the JSON files to requires the HTTPS Method POST, and that screenshot doesn’t really clarify my complicated situation 

Troy Tessalone
Userlevel 7
Badge +14

@aabboud94 

If we’re understanding correctly, what you are trying to do is use a different API Key for each round robin routing.

For example…

Lead 1 > API Key A

Lead 2 > API Key B

Lead 3 > API Key C

Lead 4 > API Key A

Lead 5 > API Key B

… and so on.

 

The provided article explains the concept of how to use Storage with a Formatter > Utitlies > Lookup Table

https://community.zapier.com/featured%2Darticles%2D65/ever%2Dwondered%2Dhow%2Dto%2Dset%2Dup%2Da%2Dround%2Drobin%2Din%2Da%2Dzap%2D14031

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
aabboud94

@aabboud94

If we’re understanding correctly, what you are trying to do is use a different API Key for each round robin routing.

For example…

Lead 1 > API Key A

Lead 2 > API Key B

Lead 3 > API Key C

Lead 4 > API Key A

Lead 5 > API Key B

… and so on.

 

The provided article explains the concept of how to use Storage with a Formatter > Utitlies > Lookup Table

https://community.zapier.com/featured%2Darticles%2D65/ever%2Dwondered%2Dhow%2Dto%2Dset%2Dup%2Da%2Dround%2Drobin%2Din%2Da%2Dzap%2D14031

 

Okay correct this is what i tried to do. 

 

My problem around step 4 is confusing. Here is my setup. Step 4 I entered the webhooks URL and the API KEY , but when i go to step five to send the file over via webhooks output 4 is not recognized.

 

Step 4, after testing zap the OUTPUT = blank
step 5 webhooks setup

 

Troy Tessalone
Userlevel 7
Badge +14

@aabboud94

Make sure to review the available help article about lookup tables: https://help.zapier.com/hc/en-us/articles/8496305146765

 

In this example, the Lookup Key value would be 1 from step 3, which would match to the Lookup Table row that has 1 on the left side and return the value of https://webhook.com/1 from the right side.

 

 

In your example, the lookup value is 1, but that does not match to either left side value, and there is no Fallback Value set, thus why the output is blank.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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