How to avoid assigning contacts to a sales rep who is not working

Hi all,

I work at a company with a sales org that is fairly small. The sales reps have staggered days off so that there are at least a couple of reps working every day of the week.

I see that you can create a workflow to assign new contacts in a round-robin form, but I want to take schedule into account. For example, if a lead comes in on a Saturday, I want the contact to be assigned to one of the reps who is working that day, and not one of the reps who has Saturday’s off. What is the best way to accomplish this? When a new lead comes in via a form submission, I want them to get contacted as quickly as possible, and I’m trying to understand what the canonically correct way of assigning leads in HubSpot is.

Hello @JZee I was able to find this post in the HubSpot Community Ideas forum. The idea is currently being reviewed.

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Kindly,

Pam