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Question

Automating lead distribution with Airtable and Zapier

  • July 14, 2025
  • 3 replies
  • 31 views
K

I'm building an automated lead distribution system using Airtable, Zapier, OpenPhone, and Google Sheets. Leads come into Airtable (either via CSV or form) and are assigned to reps based on ZIP codes.

The goal is to automatically send 1 new lead per rep per day at 10AM, using Zapier. The message can go via OpenPhone or Gmail.

How can I make sure it only sends per rep everyday.

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

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34001 replies
  • July 14, 2025

Hi ​@krishnaarana 

Much of that logic can be configured using Airtable Automations.

Airtable Automations have a schedule trigger event.

Airtable Automations have a native integration with Gmail.

https://support.airtable.com/getting-started-with-airtable-automations

 

If you need to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
K
  • krishnaaranaBeginner
  • Author
  • Beginner
  • 1 reply
  • July 14, 2025

The thing is ​@Troy Tessalone I also want to use openphone and that won’t be possible. My other workaround was that as the sales rep is low, can I use find record in my case? As it gives only 1 record (not sure abt this).

If you have any other suggestion that would be great.

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34001 replies
  • July 14, 2025

​@krishnaarana 

You’ll have to use the concept of looping iterations in Zaps/Airtable Automations: 

https://zapier.com/apps/looping/integrations#help

https://support.airtable.com/docs/repeating-groups-of-automation-actions

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
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