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How to connect leads from Wix to AgencyZoom using zapier in a round-robin format

  • November 6, 2024
  • 2 replies
  • 23 views

Hi there!

I’m looking to connect our WIX website to Agency Zoom automatically when a lead comes in from the WIX website. Currently, we have to go in and manually assign the agent, then manually put it into Agency Zoom. Is there a way to connect the two, and have it assign each lead in a round robin format? Leads can also ask for an agent preference, is there a way that if that area of the lead form is filled out, for it to be automatically assigned to that agent? I have started creating the ZAP but I’m missing a connection for the round robin to be effective. Greatly appreciate your help! 

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • November 6, 2024

SamB
Community Manager
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  • Community Manager
  • November 20, 2024

Hi ​@MSuter 👋

I just came across this and wanted to check in—did the guides Troy shared help point you in the right direction?

Need any further assistance with this? Just let us know, we’d be happy to lend a hand! 😁