video1.0<iframe src="https://www.loom.com/embed/faaa77b710dd4505b7bfc0cfbafca501" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/faaa77b710dd4505b7bfc0cfbafca501-ded544e8fc7574c0.gif229.555In this video, I walk you through the Zapier workflow for assigning team members to leads in Close. We utilize a round-robin distribution method to ensure leads are assigned efficiently, depending on team member availability. I demonstrate how to set up the trigger and find the user and lead using their emails and phone numbers. Please make sure to connect the correct emails as team members in Close. Let me know if you have any questions!