Best answer

Distribute Wix Leads via email in a round robin to sales people

  • 29 April 2021
  • 5 replies
  • 30 views

Hi, 

 

I currently am receiving leads from my wix website and forwarding the leads manually to one sales person at a time in a sort of round robin fashion. As the leads increase it is becoming overwhelming.

 

I a curious if there is a way to have the emails automatically redirected to a list of emails using zapier. 

 

(A few specifics about the way my site is set up: (1) I am creating new forms all the time, but all forms come to the same inbox, which is why I think that having them redistributed from the email stage is the best option. (2) It would be great if there is a way to edit the email list based on which sales people are there that day etc.)

 

Thank you!

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Best answer by nicksimard 6 May 2021, 23:19

Hi @Michaelc101!

That’s so strange. For some reason my link was not the one I had intended it to be. I’ve updated that. It now links to: https://zapier.com/help/create/storage-and-digests/storage-examples-in-zaps#step-4.

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5 replies

Userlevel 7
Badge +10

Hi @Michaelc101 

Check out these resources for inspiration:

https://zapier.com/help/doc/how-get-started-storage-zapier

https://www.luhhu.com/blog/how-to-create-a-round-robin-in-zapier-video

Hi @Troy Tessalone 

 

Thank you for this! I came across the video from luhhu.com as well, it appears that his solution won’t work for me. The solution requires that leads first be recorded to a google spreadsheet with a zap and then use another zap to assign the leads. I am constantly adding new forms to my site, so having to create a new zap every time I create a new form (to get the leads from each new from to the spreadsheet) is too much maintenance. That's why I was looking for a way to have the leads distributed from the email inbox (where all the leads go). Make sense?

 

Let me know if you have any other ideas!

 

Userlevel 7
Badge +10

Hi @Michaelc101!

We’ve got a help doc explains multiple ways to do round robin 🙂 Check that out to see if it works for your use case!

Hi @nicksimard

 

I dont see any help docs. 

 

Thanks

Userlevel 7
Badge +10

Hi @Michaelc101!

That’s so strange. For some reason my link was not the one I had intended it to be. I’ve updated that. It now links to: https://zapier.com/help/create/storage-and-digests/storage-examples-in-zaps#step-4.