Sending Leads from Housing.com To Zoho

Lead Auto Assignment related issue
1.We are pushing leads from Housing.com to Zoho Using Pabbly
2.we have selected app event as Insert /Update record on Zoho
3. Existing leads on Zoho is being reassigned to other Lead owners
4. we Want help w.r.t work flow in pabbly
kindly help us get in touch with a workflow expert who can handle if conditions in pabbly

also give their direct contact number to reach them better
thanks

Hi @thejasvenkat,

Thank you for reaching out and sharing the workflow details.

Please note that our support is currently limited to technical guidance, and we do not provide automation experts, account managers, or direct phone support. If you require dedicated help in building or managing automations, you may consider hiring an automation expert, you can find experts through our Pabbly Connect Experts and Consultants forum and in our Facebook group.

Regarding your workflow, since you are using Zoho CRM → Insert / Update Record, if a matching lead already exists, it will update the record, which may also result in the lead owner being reassigned.

To help you better, could you please clarify:

1. Which field are you using to identify existing leads (Email/Phone)?
2. Why do you need Insert / Update Record instead of only inserting new leads?
3. What conditions (if logic) do you want to apply before updating the lead?

This is my flow url
https://connect.pabbly.com/v2/app/workflow/share/CEADMVcAVTYDSQZsUzYAJw4aVVEGXwRmXEUCEFdYBX1THQliVBUAalgUUHIAUwhpB04Fb1INBGUBFQEFBlADcFRNU1EEBwZ8WhcGfQRdCzgIVgMrVzY#

requirement is
1. if the lead is fresh new lead---> then lead has to be roundrobined in zoho crm and should be assigned amongst 2 lead owners
2. if the lead is already existing within crm ---> then the lead should be brough back to life by marking it as open, and update records with latest property enquired and other details, except lead owner shouldnt be touched ( currently even the lead owner has been constantly round robin ing )
we removed assignment rule and trying zoho crm workflow and the existing lead issue seems to be fixed.
however the new leads are not roundrobining in properly

Hey @thejasvenkat,

Thank you for reaching out and explaining your requirement.

To handle this use case, you can modify the workflow in the following way:

1. Add a Zoho CRM – Global Search action before creating or updating the lead. This step will check whether the lead already exists in Zoho CRM.
2. After the Global Search step, add a Router with two routes:

Route 2 – New Lead
Add a filter where the Lead ID does not exist in the Global Search response.
In this route, use Zoho CRM – Insert/Update Record and enable the Assignment Rule from Zoho CRM to assign the lead between the two lead owners using Zoho’s round-robin setup.