How to Automatically Assign Users to Leads In Workflows

Learn how to set up a workflow in Stack that automatically assigns new contacts to specific users in a round-robin fashion and notifies them about their new leads.

Step 1: Create a New Workflow

1. Navigate to Automations > Workflows.
2. Click the Create Workflow button.
3. Choose the Start from Scratch option.

Step 2: Add a Trigger

• Define a trigger based on your lead source.
• For simplicity, use Contact Created as the trigger. This will activate the workflow every time a new contact is created.

Step 3: Assign Users

• Add the workflow action Assign to User. This action allows you to distribute new contacts to users in a round-robin manner.
• Customize Distribution: Select users from the sub-location to include in the round-robin. To ensure even distribution, keep the Split Traffic field set to Equally.

Step 4: Notify Assigned Users

• Add the workflow action Internal Notification. This action notifies assigned users about new leads entering the workflow.
• Choose Notification Channel: Select from in-app notifications, SMS, or email. You can use multiple channels if needed.
• Select User Type: Ensure you select Assigned User to send notifications only to the assigned individual.

Note: Make sure the Internal Notification action follows the Assign to User action in the workflow. This ensures notifications are sent to the correct users.

Step 5: Publish and Save

• Once your workflow is configured with the trigger, assign user action, and notification actions, enable the Publish toggle at the top right of the screen.
• Click Save to activate the workflow.

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Congratulations! You’ve successfully set up a workflow in Stack to assign new contacts to users in a round-robin and notify them about new leads. If you have any questions, feel free to reach out for assistance.