There are two main ways to do automated lead assignment in Close. Both of these use our third-party partner Zapier:
Round-Robin Lead Assignment - automatically assign new leads to a specified list of your users in Close, one at a time in a circular (round-robin) fashion - the process is described below
Random Lead Assignment - randomly assign leads to Close users - the process is described here
Before setting up this automatic, round-robin, lead assignment via Zapier you should be familiar with how lead assignment works in Close using dynamic and static assignment.
To set up this zap, you'll need to have the following:
Round-robin lead assignment will enable you to automatically assign new leads to a specified list of users in Close, one at a time. If you have two users, round-robin simply means that it will assign the first lead to the first user, the second lead to the second user, the third lead to the first user, etc. in a circular fashion.
This zap will automate the following process:
- A new lead enters your system
- Based on a list of users that you provide, select the next user that is due to be assigned a lead and update a custom field in Close - effectively assigning that lead to that user.
Instead of creating this Zap from scratch, we have a pre-built template for you ready to go. All you need to do is fill in a few things and you'll be up and running.
Click the button below to create a Zap based on our template:
The first thing you need to do is authorize Zapier to access your Close account - just click on the Sign in to Close and follow the steps in Zapier to authorize your account.
Choosing Close account in Zapier
Optionally, you can pick a single lead status from the
Status ID dropdown on the trigger step to only assign leads that are created in that status. If you leave that field empty, you will assign leads regardless of the status that they are created in.
Customizing Lead status in Zapier
Click on Continue on the preset options (Code by Zapier - Run Python). These do not need to change.
Run Python step in Zapier
Now, you should see a list of fields on the top of the page that need to be filled in on the right side. This is where you'll enter all of the information for your lead assignment. The fields you'll need to enter are:
users- A list of Close users that you want to be assigned to leads, separated by a comma. Make sure that each name matches the name of their Close user exactly.
api_key- Your Close API Key that is available in Close under Settings > API Keys
lead_owner_custom_field_name- The name of your lead assignment custom field in Close. If you use a custom field named "Lead Owner" in Close to assign leads, you'd enter "Lead Owner" in that field.
storage_key- go to this Random Generator Tool and copy the
Your Version 4 UUIDyou get on the top and paste in Zapier, example would be
You can leave the
lead_id field as is, since it's already filled in.
Fields that need to be filled-in
Once you're done, you should have something that looks like this:
Fields filled in with sample data
Once you're done, click
Continue > Test & Continue, and turn the Zap on.
Once the Zap turns on, your round-robin lead assignment is up and running!
Turn Zap on screen
Updated about a month ago
|Randomly assigning leads via Zapier|