A simple, non-technical setup that we started using some time after I posted the original issue is as follows:
Let’s say we need
- 50% of leads to rep A
- 25% of leads to rep B
- 25% of leads to rep C
The workaround:
1. Create a new “dummy” user in Hubspo, which will only be used as a pool to allocate leads fromt. We used an email alias under G-suite to create the email addresses for this user.
2. Set up a worlflow where 50% of incoming leads get distributed equally between rep A and the dummy user - 50% each.
3. In a next step in the workflow, the leads assigned to the dummy user get immediately redistributed equally between reps B and C. So each get 25% of the initial lead count.
This gives you the desired distribution for the case above.
It achieves the goal, the clear drawbacks are that it clutters the system and only works for some allocation %s. However, it works for us and we needed a quick, creative solution.