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Best answer

Dynamics 365 Round Robin Lead Distribution

  • 17 March 2021
  • 2 replies
  • 50 views
J

I’m having trouble setting up a zap. When a new lead comes into Dynamics 365, how to I set a round robin lead assingnment zap? 

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Best answer by Troy Tessalone 17 March 2021, 16:04

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

2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @joshua.yavitch 

Check out some of these related Topics for inspiration…

https://community.zapier.com/search?q=round%20robin

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Matt_Boyden
Userlevel 2
Badge

Hi @joshua.yavitch this help doc also walks through one way to do this https://zapier.com/help/create/storage-and-digests/storage-examples-in-zaps#step-4

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