Question for you HubSpot pros out there. We are currently using Zoominfo intent data and have the workflow feature enabled. Essentially any time a company meets our demographic filters and our intent topic the account and a set amount of contacts automatically get pushed into HubSpot. Then a hubspot workflow assigns via a round-robin to our SDR team creating a task to put them into a sequence. The issue I am having is the round-robin is assigning contacts from the same account to different SDRs. What’s the best way to fix that?
Hi @Dan_W,
Instead of rotating contacts, you could rotate the company records and then use a company-based workflow to copy the value from Company owner into Contact owner.
Let me know if you need more details.
Best regards!
I originally thought this would solve my problem but unfortunately, zoominfo does not write any details to the company record so I can’t enroll people in a company workflow and assignment doesn’t give me the option to assign companies in a contact workflow.
Hi @Dan_W,
In that case you’d have to copy the assignment relevant information into the company record first.
Best regards!
Ahh, but I can use contact properties in a company workflow - so that will do it. Thanks again.
Nice - thanks
Hi @Dan_W We created a solution that provides more flexibility to the round robin feature in the workflows, including account matching. This way, it will only assign the owner based on the associated company (or associated deal if you need that too.)
We are listed on the HubSpot app marketplace where you can find more information about our solution!