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AlexanderSm5
Level 2
January 14, 2025
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Creating a Round robin lead distribution queue

  • January 14, 2025
  • 1 reply
  • 704 views

We have been using a round robin with random sampling like this: https://nation.marketo.com/t5/knowledgebase/distribute-your-leads-round-robin-or-randomly/ta-p/248624 but there are discussions about the fairness of the random sample and it has been requested that we try a round robin queue.

For example tasks go to Salesperson 1 the 2 then 3 and then the fourth task would go back to Salesperson 1 so the queue works in a linear order rather than randomly.

I cant find a good way to do this in single flow. 

 

Idea I've had but can't create - this would create a cycle but unsure how I can phrase that in a Marketo flow

(if last task was allocated to this Salesperson 1, allocate to Salesperson 2...ect...default option go to Salesperson 1)

 

Any help or ideas would be much appreciated

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Best answer by SanfordWhiteman

You can't do this with a native flow step because there won't be a shared state (i.e. counter) to increment. It requires a webhook-compatible service, which can distribute leads 1-2-3-1-2-3-1-2-3 without repeating.

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
January 14, 2025

You can't do this with a native flow step because there won't be a shared state (i.e. counter) to increment. It requires a webhook-compatible service, which can distribute leads 1-2-3-1-2-3-1-2-3 without repeating.

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