Implementing Round Robin Assignments for Unique Sales Accounts

Hello, I am attempting to perform a round robin assignment of sales member but I want to avoid multiple sales members working the same account. EX. Company 1, contact 1 SDR 1 Company 1, Contact 2 SDR 1 Company 2, Contact 3 SDR 2 Any ideas on to do this with the existing round robin enhancement?

5 comments

Clay
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You can achieve this by using conditional runs with the round-robin feature. Create a formula column that checks if the company already has an assigned SDR, then use conditional runs to either: 1. Apply the existing assignment if the company already has an SDR 2. Use round-robin to assign a new SDR if it's the first contact from that company This ensures all contacts from the same company are consistently assigned to the same sales rep.
Sources: Conditional runs | Documentation | Clay University Claybooks: Enrich, classify, and route leads from Typeform submissions | Clay.com Round-robin integration overview | Documentation | Clay University
Anthony M.
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somewhat I am just not sure how what that formula is
Clay
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To check if a company already has an assigned SDR, create a formula that looks up previous assignments for the same company: 1. Add a new column and select Formula 2. Use a formula like: IF(LOOKUP("/Company Name", "/Assigned SDR") != "", LOOKUP("/Company Name", "/Assigned SDR"), "needs_assignment") This formula checks if there's already an SDR assigned to the company and returns that SDR's name if found, or "needs_assignment" if not. Then create a conditional run for your round robin that only assigns new SDRs when the formula returns "needs_assignment".
Sources: Formulas AI Formulas + Conditional Runs [CRM Enrichment] - Clay University Claybooks: Enrich, classify, and route leads from Typeform submissions | Clay.com
Anthony M.
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https://app.clay.com/workspaces/480827/workbooks/wb_0syoml8gWyZ6Xvo2Yvg/tables/t_0syomm1sgZhEdeB7suc/views/gv_0syomm2TYBc5PHsPMET
Clay
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Hello Anthony! Thanks for reaching out! How many SDRs do you have? We can also create separate tables it sends data to, number equal to the number of SDRs. The issue with your current logic is that rows do not have a relationship but columns do. You cannot add conditional formulae across rows so one row cannot read what is in another. That is why it is throwing an error. We are going to have to introduce a column we can reference and then send data conditionally. Another way can be to maintain a list of company assignment in another table, for eg SDR 1 Owns Company 1 etc and then perform a lookup here to assign the SDR to the company coming in. Then conditionally send this data. If it is a new company it can randomly assign or whatever logic you want that to take. This is just me thinking out loud so we can tweak this as needed. Let me know if it makes sense!

Implementing Round Robin Assignments for Unique Sales Accounts | Clay