Skip to main content

Does anyone know a way to do load balancing with Zapier?

 

Example: We have 3 sales people, Jane, John, and Jim, who can have 5, 4, and 3 open leads at a given time, respectively. If Jane has 5 open lead, John has 4, and Jim has 2, the next lead should go to Jim since the other two are at their limits. If they all have 2 open leads, then the next 3 leads should go Jane, John, and Jim respectively because they all have a spot open. After that Jim shouldn’t get another lead until he closed an existing lead. 

 

We know how to do round-robin, but we are needing to load balance. 

Hi @preston.123 

Good question.

Have you looked into using Lead Routing with Assignment Rules in Salesforce?

https://www.salesforce.com/products/guide/lead-gen/routing-assignment-rules/

https://help.salesforce.com/s/articleView?id=sf.customize_leadrules.htm&type=5