Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Hi all,

I’m needing to take responses from webforms for hot leads from one of our employees, and have those leads evenly distributed to my team of 5. For instance, if we had 3 new submissions, I would need one to go to each, and the next two team members without a new lead would be taken care of on the newest leads after that. Preferably a pattern of 1,2,3,4,5 for the incoming leads automatically. 

After this they’ll be assigned a task in Close.io and given ownership of the lead. Any advice would be appreciated! I have the rest figured out, just need to automate an even distribution. There won’t be any indicators on who gets what as far as state or area, just needs to be even numbers.

Macc

Hi @Macc 

Good question.

Please reference these Zapier Community topics related to round robin: https://community.zapier.com/search?q=round%20robin

@Macc I second Troy’s suggestion here! We have a lot of wonderful resources on how to set up a dynamic round-robin like what you’re asking about here. I am going to mark his response as a “Best Answer” but please do some back to this thread if you run into any issues getting this set up for your specific workflow! 🙂

@Macc I second Troy’s suggestion here! We have a lot of wonderful resources on how to set up a dynamic round-robin like what you’re asking about here. I am going to mark his response as a “Best Answer” but please do some back to this thread if you run into any issues getting this set up for your specific workflow! 🙂



Thank you!

Hi @Macc 

Good question.

Please reference these Zapier Community topics related to round robin: https://community.zapier.com/search?q=round%20robin

YOU ARE A ROCKSTAR! Thank you! Used a couple of these and solved it!! 

Terms & Conditions