Creating a round robin automation in Streak with Zapier

Описание: In this class, we covered how to build a Round Robin lead assignment system using Zapier, JavaScript, and Streak CRM.

You’ll learn how to:

✅ Automatically assign leads to your sales reps in a rotating order
✅ Use a secret key to store assignment history
✅ Customize the logic for your workflow
✅ Update box stages and ownership in Streak
✅ Troubleshoot and test your Zap successfully

Whether you're managing a growing sales team or just want to streamline lead distribution, this setup helps eliminate manual assignments and keeps things fair and efficient.

The Google Doc we discuss int he class is linked below:
https://docs.google.com/document/d/1_...

If you have any questions or want help customizing the code, don’t hesitate to reach out or drop them in the comments!

#Zapier #StreakCRM #Automation #LeadDistribution #JavaScript #NoCode #CRMTools #SalesOps #RoundRobin #WorkflowAutomation