How to automate round robin lead assignment in Salesforce


  • Introduction
  • 2 steps to automate round-robin lead assignment in Salesforce
  • 4 other ways to automate processes in Ortto
  • Final word


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“We were looking for a solution that was really easy to use, didn’t require a tech team, and would have a robust integration with Salesforce so we could trigger sales communications in a smarter way. Nobody else out there has what Ortto has.

Mica Shtewi
Tech Manager
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