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Darwin Tools: Round-robin

Round-robin helps distribute incoming records between several people or destinations in turn. It is a good fit when one automation should alternate between fixed values instead of sending every record to the same place.

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Written by Support Team

How it can help

This tool is useful in cases like these:

  • Assign new leads to different sales reps one by one

  • Distribute support requests between team members

  • Rotate tasks between managers or operators

  • Send records to different owners, pipelines, or internal queues in sequence

  • Spread the workload evenly without building separate automations

How it works

Here’s an example of a Facebook Lead Ads -> HubSpot automation.

A new lead comes in from Facebook Lead Ads. In HubSpot, the automation creates a deal and assigns it to an owner. If several team members handle incoming leads, Round-robin can rotate the assignment between them automatically.

For example, if you add two HubSpot owner IDs to the tool, the first lead goes to the first owner, the second lead goes to the second owner, and the third lead starts the cycle again from the first owner.

Each run passes the next value from the list to the following step.

How to set it up

  1. Open your automation and click the plus icon between steps to add a tool.

Add a tool

2. Search for Round-robin and select it from the list.

Select Round-robin

3. Enter a name for the tool and add the values you want to rotate through in the List field.

Set up the tool

In this example, the list should contain HubSpot owner IDs. Albato will take these values one by one and pass them to the next step.

4. To find the IDs, open the Apps section.

Open Apps

5. Find HubSpot, select your connection, and open the section where the owner IDs are shown.

Find owner IDs in HubSpot

6. Copy the IDs you need, return to the automation builder, and paste them into the List field separated by commas.

Add owner IDs to the list

7. Open the HubSpot step where the deal is created and find the owner field. Select Other to map data from a previous step.

Open the field mapping menu

8. In the data picker, find the Round-robin tool and select the Value variable.

Select the Value variable

9. Click Save.

Available variables

Round-robin provides these variables:

  • Name
    The name of the tool

  • List
    The full list of values added to the tool

  • Value
    The current value passed to the next step

  • The position of the value in the list
    The current value’s position in the sequence

Important

  • The values in the list should match the format expected by the destination field

  • In this example, the HubSpot owner field should receive an owner ID, not a name or email

  • After the last value in the list, the tool starts again from the first one

Now you can distribute incoming Facebook leads between HubSpot owners automatically. If you have any questions, feel free to contact our support team via live chat.

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