Easy way to randomly assign your sales deals via Zapier

-- Chapters --

00:00 Introduction
01:10 Setting Up the Random Number Formatter
01:31 Allocating Numbers to Salespeople in Google Sheets
01:58 Looking Up Salesperson IDs
02:29 Selecting the Correct Worksheet and Column
02:49 Extracting the HubSpot ID for the Assignment
03:28 Matching User IDs in CRM Software
04:40 Testing
05:31 Conclusion

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-- Video Summary --

**Introduction:**
- I demonstrated how to randomly assign a salesperson to a CRM deal using Zapier, specifically focusing on users who don't have access to certain automated features in their CRM systems like in HubSpot without a premium subscription.

**Setting Up the Trigger:**
- I commenced with a trigger in Zapier when a new deal arrives in HubSpot.
- The information pulled from the HubSpot deal included the owner ID and other relevant details.

**Formatting and Random Number Generation:**
- I employed a Formatter step in Zapier to generate a random number corresponding to the total number of salespeople, which, for this example, was between one and four.

**Lookup Using Google Sheets:**
- I had previously set up a Google Sheets spreadsheet listing all salespeople, their HubSpot IDs, and their associated random numbers.
- The Formatter's randomly generated number was used to look up a salesperson's HubSpot ID via the Google Sheets row.

**Updating the CRM Deal:**
- The found HubSpot ID was then used to update the deal in HubSpot to reflect the newly assigned salesperson.
- It's essential to use the unique ID number for each user in the CRM for updating purposes.

**Testing the Zap:**
- I ran tests to ensure that random numbers were generated correctly and that the proper assignments were taking place.
- After confirming the tests were successful, the deal was updated to reflect the assignment of Chloe as the salesperson for the example given.

**Conclusion:**
- I concluded by encouraging viewers to try the process themselves, ask questions, and provide feedback.
- I invited everyone to like the video, subscribe for more useful content, and thanked them for watching.

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