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!
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!!