How to automatically assign owner on Airtable

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5 - Automation Enthusiast
5 - Automation Enthusiast

Hello community,

I’m working with 4 sales and I’d like to create our sales CRM on Airtable.
My problem is that I’d like to add around 200 contacts per day on my space and automatically assign owner on every contact I add.

Would very appreciate if you could help me :slightly_smiling_face:

7 Replies 7

Will the owner always be the same? If so, we can just make an automation and set the value from there

If the owner’s going to be different each time, it’ll depend on how we’re deciding which owner should get the contact

There will be 4 different owner and I want to define the owner randomly

Unfortunately there’s no easy way to randomly pick an option on Airtable. If each owner can have an equal share that would be pretty simple to build though

I was thinking of a way to do it but I’m blocked :

Column1: Add a column “Automatic number” → 1,2,3,4,5,6,7,8,9,10,11,12 …

Column2: Tell Airtable to take only the last number of the column1 with the formula : Right(Automatic number,1)

Column3: Add a fonction that tell for example : If(column2<3,“Sales n°1”,“Sales n°2”)

My problem is that the formula I want to use on the column2 doesn’t work with numbers on Airtable…

If someone has the solution to solve this problem it would be great !

Hmm, I’ve put something together for you here that will assign each record equally between four people

Screenshot 2022-07-28 at 6.10.34 PM

And the formula is:

  MOD(Autonumber - 1, 4) = 0,
    MOD(Autonumber - 2, 4) = 0,
      MOD(Autonumber - 3, 4) = 0,
        MOD(Autonumber - 4, 4) = 0,

How that’s awesome thank you very much

4 - Data Explorer
4 - Data Explorer

Did you consider another tool than airtable for a CRM ? I found folk recently and it’s way more dedicated to contact management