So, just so we’re all on the same page, a round robin is a way of distributing things equally.
A common example would be assigning leads to your different sales reps.
And in this post we’re going to show you how you can use Zapier and Google Sheets build your own custom Round Robin process.
I think this solution could be useful in a handful of scenarios – but here are the main ones I see:
1. If you use Keap Max or Keap Pro and need to distribute leads between your different sales reps
2. If you want to round robin between external vendors (lenders, coaches, etc) who are not users on your app
3. Or, this could be used to round robin between options – like, assigning students to study groups, or rotating mentees between mentors, or picking which bonus item goes to new purchasers
How does it work?
So, to do this you’ll want to start by setting up a list of the round robin options in a google sheet.
Then, you’ll design a zapier recipe that starts at the first option, and each time it runs it increments by 1 in order to select the next option.
The key component here is to make sure the ‘count’ is reset to 0 once you’ve reached the end of your options.
Here’s a demo for you:
And just as a reminder, if you use Max Classic (formerly Infusionsoft) there is a built in Round Robin process for assigning leads and opportunities.
But if you don’t use Max Classic, or you need a secondary round robin option, then using Zapier to create your own might save the day.
If you go this route I’d recommend using an HTTP post to initiate the Round Robin (here’s a demo on that).
And if you’re new to Zapier, here are a handful of examples for recipes other Keap users depend on.
Thanks for reading – feel free to leave any questions or comments below.