Distribute Contacts to Team Members with Assign To User

The Assign To User action sets the owner of a contact. With one person it is a fixed assignment, and with several it becomes a rotation.

Settings

• Action Name: for example "Assign to West Coast team".
• Users: choose one or more team members. Several selections rotate in turn.
• Split Traffic: Equally (the default) or Unevenly. Unevenly lets you give each user a weight.
• Only Apply To Unassigned Contacts: on means existing owners stay. Off means the contact is reassigned each time.
• Standard or Dynamic: Standard shows a list of users. Dynamic accepts user IDs typed directly or supplied by a variable.

How weights work

With weights Alan 3, Bobby 3 and Charlie 1, contacts 1 to 3 go to Alan, 4 to 6 to Bobby, 7 to Charlie, then the cycle repeats.

Set it up

1. Add the action from + in the builder.
2. Choose users or switch to Dynamic.
3. Pick the split and the unassigned-only setting.
4. Save and publish.

Using Dynamic

Choose Dynamic when an earlier step, such as a webhook response, returns the owner's ID. You can find each person's ID in Settings > My Staff, shown beneath their email.

Good to know: Leave Only Apply To Unassigned Contacts on when existing relationships matter, so returning leads are not shuffled to a new rep.