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.)
Best answer by nicksimardView original
Check out these resources for inspiration:
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!
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!
I dont see any help docs.
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.