Creating a Rule with round-robin actions

You can create a round-robin action using a Rule with activity triggers from Salesforce. This would allow workspace admins to select multiple workspace members to whom specific actions will be assigned automatically in a round-robin fashion when an event occurs in Salesforce.

Round-robin actions can be created using a workspace-level rule. The workspace admins can go to the Rules section of the 'Admin center' and then click '+ New Rule.'

Then, select your trigger and choose your connected CRM from the list. In this example, we'll select 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 the workspace members who will be part of the round-robin by typing 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, whenever a Salesforce Lead is created or updated that matches the filter criteria, the Lead is automatically added to the specified Sequence. For each lead created or updated, the Sequence will be sent 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 creating tasks.