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Question

How do I round-robin leads between 3 Pipedrive accounts?

  • February 8, 2023
  • 6 replies
  • 116 views
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Hey, I'm having a problem with a Zap, I need to set the 1st lead to some pipedrive account, the 2nd lead to another pipedrive account, and the 3rd lead to a different one, and then I need it to star over so they can still get all the leads in that specific order, but everyone is receiving all the leads, I don't know why or what I'm doing wrong.

I'm using 3 different Paths and working with Get Value in Storage.

Please help me! 

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

6 replies

MohSwellam
Zapier Orchestrator & Solution Partner
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  • MohSwellamZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • February 8, 2023

Hi @Probienes Real Estate 

 

Can you please share screenshots of your setup so we can help you better? (make sure to remove any personal info please). 

 

You can also check this post for how to setup a RoundRobin 

 

Founder of GeekyAir.com
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MohSwellam
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+8
  • MohSwellamZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • February 8, 2023

I haven't checked all the screenshots but the very first Storage is wrong. You should use Increament Value not Get Value

Founder of GeekyAir.com
Liz_Roberts
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Liz_Roberts
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  • Liz_RobertsZapier Staff
  • Zapier Staff
  • February 8, 2023

Nice catch @MohSwellam !

@Probienes Real Estate did that adjustment do the trick? Keep us posted!

 

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