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Round Robin Appts to Sales Team

“Receive lead data via webhook, random number 1-20, find rep associated with number, find details of that rep, assign lead in close.io to that rep, send slack alert.”

Blair Halvercreated by Blair Halver

This Zap uses the private apps CloseIOCLIAPI@2.0.5, CloseIOCLIAPI@2.0.5, CloseIOCLIAPI@2.0.5, CloseIOCLIAPI@2.0.5 and CloseIOCLIAPI@2.0.5.

This means the developers of these apps haven’t completed our full quality assurance steps. Zapier has limited details on these apps and as a result can’t offer support for them. If you have questions about these apps, please contact the person who gave you access to this Zap.
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How Zapier works (57 sec)
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This Zap works in 14 steps …

  • Step 1 - Trigger

    Anytime a hook is caught in Webhooks by Zapier

    1 note from the creator …

    1. Blair HalverBlair Halver (creator)This is how we receive it from activecampaign, but you could use any CRM
  • Step 2 - Action

    Format my data in Formatter by Zapier

    1 note from the creator …

    1. Blair HalverBlair Halver (creator)Pick random number between 1-20
  • Step 3 - Action

    Lookup spreadsheet row in Google Sheets

  • Step 4 - Action

    Lookup spreadsheet row in Google Sheets

  • Step 5 - Action

    Create or update contact in ActiveCampaign

  • Step 6 - Action

    Find or create lead (legacy) in Your App

  • Step 7 - Action

    Update lead in Your App

  • Step 8 - Action

    Find or create opportunity in Your App

  • Step 9 - Action

    Update opportunity in Your App

  • Step 10 - Action

    Create spreadsheet row in Google Sheets

  • Step 11 - Action

    Format my data in Formatter by Zapier

  • Step 12 - Action

    Shorten url in URL Shortener by Zapier

  • Step 13 - Action

    Create sms in Your App

  • Step 14 - Action

    Send direct message in Slack

    • 7 minutes to set up
    • Get back 1.2 hrs /week
    • 3 people use this zap

    This Zap uses the following 7 apps

    • Webhooks by Zapier logo
    • Formatter by Zapier logo

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