Advanced Rules are available on the Mixmax Enterprise plan only. Check out our pricing page for more information.
You can create a Round-Robin action using a Rule with activity triggers from Salesforce. This would allow the Workspace admins to select multiple Workspace members to whom certain actions will be assigned automatically in a Round-Robin fashion when something happens in Salesforce.
Round-Robin actions can be created using a Workspace level Rule. The Workspace Administrator can go to the Rules section of Mixmax Admin settings and then click Create a Rule.
Then select your Trigger and choose your connected CRM from the list. In this example, we’ll choose Salesforce.
In the next window, select which activity to use as a trigger for your rule. Here, we’ll pick Lead is created or updated.
Next, add your Filters by clicking Add condition in the Filter section.
Next, select an action. Here, we’ll choose a Sequence action to automatically Add the lead to a sequence.
In the next window, add your Workspace members to use to create the Round-Robin action by typing in their names in the From field.
Click Activate & Close when you’re done setting up the configurations for your Rule’s action.
In this rule, anytime a Salesforce Lead is created or updated, matching the filter criteria, the Lead is automatically added to the specified Sequence. For each lead created or updated, the sequence will send from the specified Workspace members in a round-robin fashion, starting with the first member on the list.
You can use Round-Robin actions for various types of Rule actions - such as sending an email follow-up or Sequences, CRM record ownership, and creating tasks.