Skip to main content

I have to create a complex lead distribution flow and I’m stuck in two steps of the Zap. 

The flow is: 

  1. Zap triggers when a Facebook Lead Ad is created. 
  2. JS Script matches the lead with a cluster of partners separated by geolocation.
  3. Zap must search and return the partner in the cluster that has received the lowest volume of leads. 
  4. Zap must increase by 1 the leads received by this partner.
  5. Zap must create a new lead assigned to this partner in salesforce. 

I am having a hard time to build steps 3 and 4 in Zapier. Does anyone have any idea how to do this? 

Hi @r.oliveira 

Try using the Storage app to increment the value (+1) for the defined key

 

Hi @r.oliveira ! Could you describe step 3 a bit more?

Hi @mzsadiek! Sure! 

So in step 3 the cluster will be already selected. I need to distribute the leads evenly between the partners of this specific cluster. What I thought to do was to find the partner that receiver the lowest volume of leads and select them to receive leads until the moment that they are even in volume of leads with the other partners. Does that make sense? lol 

If you have another logic to build, I would love to read it! 

Hi @r.oliveira 

Try using the Storage app to increment the value (+1) for the defined key

 

Hi @Troy Tessalone! This might be a solution for me!! Thanks a lot for your suggestion! I’ll study if this can solve my issue!! :)

Terms & Conditions