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Round Robin CSM Assignments with Zapier

Round Robin CSM Assignments with Zapier
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Step 1
Using Vitally's Playbooks or trait maps you can directly assign a CSM to an account using rules or traits, respectively. However, some users may want to randomly assign a CSM when a customer is created in Vitally. This walk-through describes how to use Zapier to randomly assign a CSM when a customer is created in Vitally.

First, log in to your Zapier account and create a new Zap. For step 1, connect your Vitally account and select the "Customer Created" trigger
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