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Question

Round robin lead distribution from Facebook Ads to two Lofty CRM accounts

  • June 5, 2026
  • 3 replies
  • 54 views
A

I am trying to build a Zap where a new Facebook Lead Ad submission goes through a 2-person (Person A and B) round robin, then sends an email (one account) to either Person A or Person B, and then creates the lead in either Lofty Account A or Lofty Account B depending on the Person.

 

Here is how far I got (I might be way off)

 

Trigger = Facebook Lead Ads, New Lead, from one specific Facebook page/form.

Zapier Lead Route (both people with equal weight)

Zapier Path

Path A -

Person A selected

Emails Person A 

Lead created in Person A Lofty CRM Account

Path B - 

Person B selected

Emails Person B

Lead created in Person B Lofty CRM Account

 

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

3 replies

SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • June 8, 2026

Hi and welcome to the Community, ​@Amraj Dhillon! 😁

You’re on the right track with that approach. If you give each rep the same weight like you mentioned, then Lead Router will distribute the leads evenly between them. If you needed one rep to receive more than the other, you'd just need to adjust the weights so one's higher. See our Distribution types in Zapier Lead Router for more details.

It’s possible to have each path use the same email account to send an email to the relevant rep and have the Create Lead (Lofty) actions connected to a different rep's Lofty account. For the “Send Email” action you’d select your same email app connection email and for the Lofty actions, you’d just need to select a different app account connection in each one. 

If you run into any trouble setting this up, just let us know!

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • June 8, 2026

Hi ​@Amraj Dhillon 

Here are other Zapier Community topics related to “round robin”: https://community.zapier.com/search?q=round+robin

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • June 11, 2026

Hey ​@Amraj Dhillon, just checking in to see how you're getting on with this. Did you manage to get it all up and running, or do you need any more help? 

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