Hello HS Community!
We currently use team-based round robin lead assignments for SQLs based on where they are located (we run athletic clubs in the US and Canada).
An issue we’ve encountered is that, when a rep is assigned a lead on their scheduled day off, or when they are on PTO, those leads will either sit for too long (and lose momentum) or require manual reassignment. As you can imagine, seeing a lead assigned to you then being taken away can create morale issues, confusion, etc. It also leaves room for error with leads receiving multiple notifications (although we can usually solve for this part).
I’m trying to figure out if there’s a way to cross-reference reps’ schedules (either days in the office or days out) when leads come in, and remove them from the round robin or skip over them if the lead comes in on their day off. Wondering if anyone here has done something similar, or has ideas on how we could make this work?
Thinking that HubDB might be the part of the solution -- we could keep the reps’ schedules in a table (although TBD on how this would be formatted -- open to ideas here too) and add a custom code step to our lead assignment workflow to ping the table. Not sure if we would keep the rotated lead assignment step, or just replace it with the custom code; I’ve seen something similar in the programmable automation use case library, although I’m not sure if this involves HubDB at all.
We do keep scheduling in another system, but it’s on track to be replaced so I’m not sure it’s worth integrating with HubSpot in any way (although open to that idea too if it can be accmplished easily enough via the above).
Would love any recommendations, ideas, or use cases from the community -- thank you in advance!
