Create a Rule with Round Robin Actions

On the Enterprise plan, you can create a Round Robin action using a Rule with activity triggers from your connected CRM: Salesforce, Greenhouse and Pipedrive. This would allow the Workspace admins to select multiple Workspace members to use to automatically assign certain actions to in a Round Robin fashion when something happens in Salesforce, Greenhouse or Pipedrive.

Round Robin actions can be created using an Workspace Level Rule. The Workspace Administrator can go to Rules section from the Account & Billing page, then click on 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 trigger for your rule. Here, we’ll pick Lead is created or updated

Next, add your Filters by clicking on 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 on 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.

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