We rotate contact owner inside a workflow as new leads/prospects come into the system. To make it less manual, we rotate between members of a team. However, sometimes one member of the team goes on vacation. Could that action have a button to take availability into account when assigning ownership? If a salesperson is out of the office for a week we don’t want to assign them new leads that they can’t work. The only solution HubSpot has now is to assign individuals instead of a team, but that takes a lot of manual work to add and remove people. Thanks!
Status: Idea Submitted
This is definitely needed!
The workaround for this is very undesirable!
+1
I couldn’t agree more. Even more important with Service Reps. If they toggle away from Help Desk for a smoke break or lunch, tickets shouldn’t rotate to them.
There’s already hs_availability_status on Users. We should be able to configure the workflow Rotate action to respect that setting.
It’s 2025 after all.
There is now a Beta for this exact thing, but only for Ticket assignment. We need this for Contacts also!!
Up for this idea - we’re waiting for it for a long time.
+1 - and BBlake69 is right, the availability beta is tickets-only, so contacts, deals and leads are still stuck.
In the meantime I built an app for this called Smart Lead. Its Round Robin action skips anyone who’s away, out of office, or outside their working hours, and it works on contacts, deals and leads - not just tickets. It uses HubSpot’s own availability and OOO settings, so reps don’t have to change anything.
If you need more, the Advanced Routing profile adds teams, routing rules, caps on how many open records each rep can have, and reassigning a lead if the rep doesn’t pick it up.