We use a third party business development rep. When he adds a new contact/company in hubspot, is there a way to setup a workflow for that new contact/company to be automatically assigned to the next team member (salesman) in line?
For example, we have 2 salesmen… say the biz dev rep enters a new contact/company today, I would like salesman 1 to be automatically assigned ownership. Then the next time biz dev rep enters a new contact/company, it automatically gets assigned to salesman 2, then back to salesman 1, so on and so forth.
Here when a new team member of employee was appointed by the HR manager and his position was sales means the assigned work will be given to him was orderwise manner to all the employees.
Hi @DPettus
If you have access to the Workflows tool, you can easily set up an automation for this.
As you mentioned, you are using a third-party business development representative to add a new contact to HubSpot, I recommend creating a separate contact list. You can use this list as an enrollment criteria for your workflow. The workflow will provide you with the option to rotate leads between your members or teams. This way, every time a biz dev rep adds a contact to HubSpot, the workflow will automatically assign it to your sales rep.
Thanks.
