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