What does the "Hand new leads to sales reps in turn" workflow do?

Gives each new lead in your sheet to the next sales rep in rotation and tells them. It connects Gmail, Google Sheets and Stored Values.

Which apps do I need to run "Hand new leads to sales reps in turn"?

It uses Gmail, Google Sheets and Stored Values. Connect each one once from your workspace and it is ready to run.

Can I change "Hand new leads to sales reps in turn"?

Yes. Copy it to your workspace and it is yours: open any workflow in the editor and change a step, schedule or condition, or add steps of your own.

Hand new leads to sales reps in turn

Gives each new lead in your sheet to the next sales rep in rotation and tells them.

RGRicky Grannis-Vu · 1 workflow · Updated Nov 13, 2026

UsesGmailGoogle Sheets

Hand new leads to sales reps in turn

Fair lead handout keeps reps motivated. When a row is added to your Leads sheet, this gives it to the next rep on your reps sheet, going back to the first after the last.

The rep's name is written in the lead's Owner column and the rep gets an email with the lead's details. Add or remove reps on the sheet any time.

Google SheetsWhen a row is added to the spreadsheet. Save it as lead.When a row is added to the spreadsheet. Save it as lead.

Sales reps sheetSet reps_sheet_url to blank.

Reps in the rotationRead the rows of reps_sheet_url. Save it as reps.Google Sheets

The rep whose turn it isPick the next one in turn from reps.rows. Save it as next_rep.

Write the rep on the leadSet Owner: next_rep.item.Name on row lead.row_number of lead.sheet_name in lead.spreadsheet_url. Save it as owner_set.Google Sheets

Email the repSend an email to next_rep.item.Email. Save it as told_rep. Subject: New lead: lead.fields.NameA new lead is yours: lead.fields.Name at lead.fields.Company lead.fields.EmailGmail