repeat more than once in the assignment round to the same person, is it possible?

Smart CRM & Sales Hub Tips, Tricks & Best Practices
, ,
1

Hello community, I would like to know if there is any possibility with some plugin or extension to assign more than once to the same person for example:

3 lead to member A, 1 lead to member B, 1 lead to member C.

And repeat, 3, 1, 1.

Thanks for your support

2

Hi @JesúsJijón23,

Yes, you can find apps for this on the HubSpot app marketplace, for example:

  • PocketKnife: “Owner Rotation is a workflow action to automatically assign and rotate owners to HubSpot records based on dropdown values or predefined keys.”
  • Distributely: “Weighted Distribution: Go beyond basic round-robin distribution. Set custom rules that control how many leads and tickets are assigned to each rep within a team.”

Best regards!