{"id":4704,"date":"2024-01-09T03:55:40","date_gmt":"2024-01-09T01:55:40","guid":{"rendered":"https:\/\/solucom.si\/?p=4704"},"modified":"2024-01-09T03:55:40","modified_gmt":"2024-01-09T01:55:40","slug":"keap-pro-hacks-how-to-implement-round-robin-lead-allocation-with-zapier-and-google-sheets","status":"publish","type":"post","link":"https:\/\/solucom.si\/keap-infusionsoft\/keap-pro-hacks-how-to-implement-round-robin-lead-allocation-with-zapier-and-google-sheets\/","title":{"rendered":"Keap Pro Hacks: How to Implement Round-Robin Lead Allocation with Zapier and Google Sheets"},"content":{"rendered":"
As someone who work with CRM every day, I completely understand the frustration when our chosen platforms lack certain features. It’s like having a car without wheels – it just doesn’t operate as efficiently as it should.<\/p>\n
One such missing feature in many CRMs, including Keep Pro CRM, is the native round-robin contact assignment.<\/p>\n
This essential functionality is designed to evenly and automatically distribute new leads among sales representatives, ensuring a fair and efficient process.<\/p>\n
Imagine my surprise when I realized Keep Pro CRM lacked this feature.<\/p>\n
It felt like a significant gap, akin to considering a switch to a different CRM.<\/p>\n
However, before taking such a drastic step, I decided to get creative and devise my own workaround.<\/p>\n
And guess what?<\/p>\n
I succeeded by leveraging the power of Zapier and Google Sheets. Let me walk you through the steps I took:<\/p>\n
This DIY solution effectively bypasses the limitation in Keep CRM, illustrating how a combination of different applications can open up new possibilities beyond your CRM’s inherent capabilities.<\/p>\n
Embrace Limitations as Opportunities<\/strong><\/p>\n When your CRM lacks a feature, don’t despair. Instead, see it as a chance to innovate and create custom solutions. By integrating different applications, you can significantly enhance your CRM’s functionality and navigate around any limitations.<\/p>\n I’m eager to hear your experiences and creative solutions in optimizing CRM systems.<\/p>\n","protected":false},"excerpt":{"rendered":" As someone who work with CRM every day, I completely understand the frustration when our chosen platforms lack certain features. It’s like having a car without wheels – it just doesn’t operate as efficiently as it should. One such missing feature in many CRMs, including Keep Pro CRM, is the native round-robin contact assignment. This […]<\/p>\n","protected":false},"author":1,"featured_media":4705,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[60],"tags":[],"yoast_head":"\n