I’ve created a zap with the following logic:
- Zapier is connected to a Gmail inbox (e.g. email@example.com).
- If a new email is sent to that inbox, Zapier will parse the emails details.
- Zapier will check in Salesforce using the sender’s email and look for an open Lead.
- If an open Lead is found, Zapier will update the status to “Open - Customer Waiting”.
But oddly, this workflow also seems to trigger Salesforce’s lead assignment rules, which will then change the Lead owner back to the Salesforce queue “Sales Development”. This is obviously very disruptive.
Has anyone experience this issue and know of a fix?
Best answer by Allen121View original