Dinamically assign contacts to users

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hi, I use zapier to capture leads from my optin form in elementor and pass them to hubspot. I actually have 4 phone sellers, and I would like to make an automation so every lead captured is assigned to them rotating.

for example

lead 1 - seller 1

lead 2 - seller 2

lead 3 - seller 3

lead 4 - seller 4

lead 5 - seller 1

etc…is there any way to do this?

2

Hi @gilean,

Rotating contacts between multiple owners is a feature available in the Professional or Enterprise license of HubSpot – but it looks like you’re using the free CRM?

Using the free CRM, you would have to find a workaround that either involves manual assignment of contact ownership. To make this process easier, you could build active lists or saved views and set their filters so that incoming contacts evenly distribute across four mutually exclusive lists/views, for example by postal code or last name.

Hope this helps!