All workflows
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.
On new row in Google Sheets2 apps4 steps
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsNew row triggerStarts when a lead is added to your sheet.
- 2Google SheetsRead rowsReads your list of reps.
- 3Google SheetsUpdate rowWrites the rep's name on the lead.
- 4GmailSendEmails the rep the lead's details.
How it works
What happens on each run, in plain English.
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 sheetsgmailleadsrotation
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