Most teams place Zapier between their lead source and their CRM. When a new lead is created, Zapier checks for the current counter value in a storage utility and updates the record with the next rep in the lineup. If not, it resets the counter. This automation provides fair and transparent distribution of opportunities, balanced workload across the team, removal of bias in lead assignment, and runs continuously in the background. This approach makes sense when you have a commission-based sales team, want to prevent 'cherry-picking' of leads, or need a simple round-robin system.
Last verified: 1/14/2026
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