Skip to main content

Assign a sales team

Assign a sales team picks a random member from the sales team you select and assigns them as the salesperson on the account. This gives you round-robin-style distribution without manual routing. This action is available on account-scoped triggers.

How it works​

  1. The automation reaches the Assign a sales team step with an account in scope
  2. The step reads the selected sales team and the reassignment preference
  3. A random member of that team is chosen
  4. That person is assigned as the salesperson on the account
  5. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Sales, select Assign a sales team
  3. Configure the fields:
FieldRequiredDescription
Sales teamYesThe team to draw from. One member will be randomly selected and assigned to the account.
Should reassignNoWhen enabled, replaces the account's current salesperson. When disabled (default), accounts that already have a salesperson are skipped.

Outputs​

This action produces no outputs available to downstream steps.

Tips​

  • Accounts with an existing salesperson are skipped by default — enable Should reassign only if you intentionally want to overwrite the current assignment.
  • The assignment is random, not sequential — if you need strict round-robin ordering, track assignments externally.