topic Re: Lead routing by salesrep availability in Sales Hub Tools

Lead routing by salesrep availability

EAizer — Tue, 15 Jun 2021 21:09:20 GMT

Looking for a solution to manage the following:

We have multiple shifts of sales reps that cover off different timezones and need a way to be able to route leads that come into HubSpot based on rep availability schedule (ie if leads come in between 7-11am route leads to x salesreps and if between 11-3pm route leads to y salesreps. The need is to be able to route leads to reps that are "working" so that they can act on those leads within a 10 min SLA time commitment.

Is there a feature in HubSpot that allows us to manage these schedules of these salesreps to drive the lead rouitng?

Re: Lead routing by salesrep availability

karstenkoehler — Wed, 16 Jun 2021 03:28:08 GMT

Hi @EAizer,

There aren't any out-of-the-box features for this at the moment. Lead rotation in HubSpot doesn't offer this degree of customization.

This can however be achieved with custom code. Another user has written a PHP script which allows for weighted lead rotation here, for example. This can also be accomplished with custom code in workflows, available in the new Operations Hub Professional. In fact, custom rule lead rotation is one of the examples that HubSpot is using in their promotion of the new product.

To get started, I'd recommend this knowledgebase article Use custom code actions in workflows and this developer blog post 3 Ways to Use Custom Coded Workflow Actions With Operations Hub.

Best regards!

Re: Lead routing by salesrep availability

SShishani — Mon, 13 Dec 2021 22:01:26 GMT

Agreed. This feature would be a game-changer for HubSpot.

Re: Lead routing by salesrep availability

RBozeman — Fri, 01 Sep 2023 17:30:07 GMT

Accidental double post.

Re: Lead routing by salesrep availability

RBozeman — Fri, 01 Sep 2023 17:26:02 GMT

Hey @EAizer,

@karstenkoehler, you might find this interesting as well. Just wanted to share that Insycle recently launched new lead routing app called "Assign," as part of our new "RevOps Acceleration" apps, which are essentially add-ons to our base plans. Full disclosure - I work for Insycle as a product marketer. These features include:

Rep availability (setting working hours as well as vacation days to keep assignments from happening at inopportune time.
Assignment balancing - Both for the current assignments you are making, and for the historical assignments for each rep. You can also balance assignments by time period (monthly, quarterly, etc.)
Workflow integration. You can have leads assigned by Insycle immediately after they are created (based on availability) so that you can cut down time to contact for each lead.

Hope that helps!

Ryan

Re: Lead routing by salesrep availability

taylorsusanne76 — Thu, 26 Jun 2025 12:35:38 GMT

Hi @EAizer,

Actually, HubSpot doesn’t natively support time-based lead routing by rep availability, but there are workarounds. You can build workflows based on submission time, but it’s pretty manual. For an easier option, you can use tools like LeadAngel, LeanData, or Distribution Engine by NC Squared, which offer more powerful solutions. They let you route leads in real time based on rep shift schedules, availability, and SLA rules, so leads only go to reps who are actively working. These tools combine with HubSpot for smoother automation.