{"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

    \n
  1. Setting Up a Trigger with Keep CRM:<\/strong> The process starts with configuring a webhook in Keep CRM. This webhook is activated whenever a new form submission occurs on your website, triggering the round-robin assignment process.<\/li>\n
  2. Creating a Workflow in Zapier:<\/strong> Once the webhook is set, the next step involves building a workflow in Zapier. This begins by fetching a ‘counter’ value from a Google Sheet, which tracks the number of assigned leads and determines the next sales representative in line.<\/li>\n
  3. Incrementing the Counter:<\/strong> After retrieving the current counter value, the Zapier workflow increases it by one. This incrementation is crucial as it helps identify the next sales representative for the new lead.<\/li>\n
  4. Using a Lookup Table:<\/strong> A lookup table in the workflow maps the incremented counter value to the corresponding sales representative. This ensures that each new lead is assigned to the right person.<\/li>\n
  5. Updating Keep CRM:<\/strong> The workflow then updates the contact record in Keep CRM, assigning the new lead to the identified sales representative. This step ensures that leads are distributed correctly within the system.<\/li>\n
  6. Completing the Cycle:<\/strong> Finally, the workflow revisits the Google Sheet to increment the counter and prepare it for the next assignment. Additionally, I included logic to reset the counter after reaching a maximum value, allowing for a continuous cycle through the sales team.<\/li>\n<\/ol>\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":"\nKeap Pro Hacks: How to Implement Round-Robin Lead Allocation with Zapier and Google Sheets - Solucom - Marketing Automation Solutions<<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/solucom.si\/keap-infusionsoft\/keap-pro-hacks-how-to-implement-round-robin-lead-allocation-with-zapier-and-google-sheets\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Keap Pro Hacks: How to Implement Round-Robin Lead Allocation with Zapier and Google Sheets - Solucom - Marketing Automation Solutions<\" \/>\n<meta property=\"og:description\" content=\"As someone who work with CRM every day, I completely understand the frustration when our chosen platforms lack certain features. 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