hi everyone!
I’m attempting to create an automation that will automatically assigns deals to representatives in Hubspot based on varying availability/capacity (which we have outlined in a google sheet).
what is the best way to go about this?
hi everyone!
I’m attempting to create an automation that will automatically assigns deals to representatives in Hubspot based on varying availability/capacity (which we have outlined in a google sheet).
what is the best way to go about this?
Hi
That depends on:
For us to have more info, outlined specific examples and provide screenshots with how the data is structured in the GSheet.
essentially, i want it to automate assignments based on
Zap Action: GSheets - Lookup Row
NOTE: There are only 2 available pairs of lookup column/values available.
You may be better served using Airtable instead of GSheets.
With Airtable you can create Views, which are segments of Table data that can be sorted, filtered, etc.
The idea being you create a View that sorts itself based on filter conditions after records are updated.
Then you can use this Zap action: Airtable - Find Record
That will return 1 record each time to use/update.
NOTES:
You’ll need to set a header for the Rep column.
You’ll need to define the logic for:
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