topic Re: Move lead to Pipeline/ Team based on alternate Week Days in Lead Capture Tools

Move lead to Pipeline/ Team based on alternate Week Days

EsarQasmi — Thu, 30 May 2024 12:17:58 GMT

I need to assign the leads to different team infact move to different pipeline based on the day of the week. For Example, if the lead is capture on Monday, Wednesday, and Thursday,that should be moved in to Pipeline A otherwise to Pipeline B.
Is there any solution. I am on Marketing Hub only.

Re: Move lead to Pipeline/ Team based on alternate Week Days

karstenkoehler — Thu, 30 May 2024 12:22:02 GMT

Hi @EsarQasmi,

This would require two workflows - one to run on Monday, Wednesday, Thursday, the other on the remaining days.

For each workflow, you can specify when the workflow should run.

That way, you can apply do different routing rules, depending on the day(s) of the week.

In the workflow goals, make sure to set the correct assignment as a goal: https://knowledge.hubspot.com/workflows/use-goals-in-contact-based-workflows

This makes sure that contacts don't accidentally enroll in both workflows. If they meet the goal, the workflow will ignore them.

Let me know if you have any follow-up questions!

Re: Move lead to Pipeline/ Team based on alternate Week Days

EsarQasmi — Thu, 30 May 2024 14:04:59 GMT

Thanks Karsten, Same I have applied.