Does anyone know if is possible to use a round-robin calendar to capture leads (Hubspot Landing Page) and automatically route the lead to the AE that is working with specific territories (worldwide countries)?
Thanks!!
Hi @ARivera03,
I’m not sure I fully understand the requirements. Could you elaborate why you would first want to use a round robin logic to assign a contact at the time of capturing its information before assigning it to the account executive that is responsible for a region? Wouldn’t it make sense to assign it directly to the person responsible for a region? Are there multiple AE per region that you want to round robin between?
Generally, using a contact-based workflow, you can assign ownership of a contact based on regions with an if/then branch. For example, if the contact’s Country/Region is A, B, C, or D, then Set property value of Contact owner to User 1. If the contact’s Country/Region is E, F, G, or H, then Set property value of Contact owner to User 2 – and so on.
Best regards