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Best answer

Rotating sales leads to different sales team members

  • March 8, 2020
  • 1 reply
  • 798 views
TalkToPaul

Does anyone have any experience on how to create paths or filters that allow me to rotate incoming sales leads to different people. I have toyed with rotating based on different times of days, but all I really want to do is rotate to A, B C person and then start all over again with A.


Best answer by Danvers

Hi @TalkToPaul! It sounds like what you’re looking for is a ‘round robin’ where the leads go to a different person each time, rotating round a list, is that right? There’s a couple of posts that explain how you can do that, including this one using Google Sheets: https://community.zapier.com/tips-and-inspiration-5/easy-edit-round-robins-using-a-google-sheet-133

And this great video post from @AndrewJDavison_Luhhu  https://community.zapier.com/tips-and-inspiration-5/video-how-to-create-a-round-robin-in-zapier-882

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    Danvers
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    • DanversZapier Staff
    • Zapier Staff
    • 3731 replies
    • Answer
    • March 13, 2020

    Hi @TalkToPaul! It sounds like what you’re looking for is a ‘round robin’ where the leads go to a different person each time, rotating round a list, is that right? There’s a couple of posts that explain how you can do that, including this one using Google Sheets: https://community.zapier.com/tips-and-inspiration-5/easy-edit-round-robins-using-a-google-sheet-133

    And this great video post from @AndrewJDavison_Luhhu  https://community.zapier.com/tips-and-inspiration-5/video-how-to-create-a-round-robin-in-zapier-882

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