In this step-by-step Academy On-the-Go video, join Senior Professor Brenna Zenaty ( @BZenaty ) as she guides you through creating an automated lead assignment workflow. You will learn how to:
- Define Triggers: Set up contact-based enrollment criteria, filtering by lead status, region, or industry, to determine who enters the workflow.
- Automate Assignment: Configure the ‘rotate record to owner’ action to ensure new leads are distributed evenly and accurately matched to the most suitable sales rep or team.
- Finalize & Publish: Review settings, choose to enroll existing or future contacts, and activate the workflow to instantly streamline your sales process.
Stop wasting time on admin! Automate your lead assignment for timely routing and enhanced sales effectiveness today.
Watch the full guide now! HubSpot Academy