1.Monitors new lead created
Integrate Close and lead routing tools to capture the incoming lead identifier to start assignment.
Assign new lead to sales rep in rotation
Automatically monitor new lead creation in Close across lead routing and sales assignment. Create and update lead ownership when new lead created, lead record enters routing, or counter incrementsβso you can increment the round robin counter, compute the owner index, and update the lead owner without manual routing.
How this automation balances your lead assignments
When new lead created triggers in Close, delays can stall response time and create uneven rep workloads. This automation increments a round robin counter and computes owner index, then routes and updates the lead ownerβso your team can assign leads evenly.
Closeor swap with your favorite app
2.Increments round robin counter
Integrate Storage by Zapier and data storage to increment a shared counter and map its value for calculation.
Storage by Zapieror swap with your favorite app
3.Computes owner index
Integrate Code by Zapier and calculation logic to run JavaScript that computes modulo using roster size.
Code by Zapieror swap with your favorite app
4.Routes by computed owner index
Integrate Paths by Zapier and decision rules to route the lead to the matching roster bucket.
Paths by Zapieror swap with your favorite app
5.Updates lead owner assignment
Integrate Close and CRM record updates to update the existing lead record with the chosen owner.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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