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  1. Team Automation
  2. Team Coordination

Team Coordination

Automatically route tasks to the right teammate whenever a deal, ticket, or project changes status or matches specific location or inquiry rules. Zapier keeps assignments consistent and transparent, so nothing slips through the cracks. Managers gain real-time visibility while teammates receive clear, actionable work cues.
Team Coordination

Instant Routing

Auto-assign tasks the moment statuses change so work moves forward without manual intervention.

Smart Matching

Distribute tasks based on location, expertise, or inquiry type to ensure the best-suited teammate handles each item.

Clear Visibility

Give managers and teams an up-to-date view of ownership and workload, reducing confusion and follow-ups.

Featured use cases

Automatically route tasks to the appropriate team member based on location and inquiry type, improving response times and consistency.

+ more

Automatically delegate tasks to team members when statuses update to maintain efficient workflows and clear accountability.

+ more

Bring your workflow ideas to life. Build your first automation in minutes.

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