Lead Round Robin in Airtable

[John_Giacobbe]

Hello, I have several different lead sources filtering onto a base. I have a TEAM of real estate agents that I would like to auto-assign to a lead in a round robin fashion so once all 9 agents receive a lead the first agent will receive a second lead. We have our incoming lead base synced up to receive lead data on via zapier but how would I add on the next agent in line?

I believe once this is done I can set up a zapier integration that will notify each agent that a lead has been received…

Please let me know if there is a solution or formula I can use!

Thank you,

John from San Antonio, TX

[MichaelSargent]

I understand this post is very old and not going to help the OP but I came here looking for a round robin solution, didn't find one and figured one out on my own so I thought I'd post it for those also looking.

1. Link your personnel table to your leads table.
2. Create an autonumber field (on it's own or in a formula) in your leads table create a lead ID (should only be numbers)
3. Create a lookup field in your personnel table that brings in the lead ID and limit it to the last item shown. Therefore if a person is assigned leads 1, 3 and 5, only 5 would show up in this field. Name it "Most Recent Lead ID" or something like that.
4. Create a view on your personnel table that filters to only the people that qualify for leads (if required) and sort from low to high on the lead ID so the next person up is always at the top.
5. Create an automation
   1. Trigger: When a new lead is created
   2. Action 1: Find List, use View from step 4, maximum record limit is 1 (very important)
   3. Action 2: Update record, leads table, record id from the record created, bring in the Personnel Assigned field and select the Name field from the List through field values option at the bottom.

Done! Now new leads will auto-assign to the agent that was the last to receive a lead. 

Note: if you filter personnel by a particular metric in which they were not receiving leads for a period of time, they will naturally be up next once they meet the criteria.