Hi,
I want to know if there’s any way or logic that can be built to assign the leads to the sales rep on a round robin basis without sales hub
I mean is it mandatory to have Sales Hub for assigning leads on a round robin basis? We have a sales team that work on specific projects, say 5 sales team work on project A and I was to assign the leads to only these 5 sales people on a round robin basis. Can I do this only by having Marketing Hub?
Hi @ajinkyamurtey,
If you have Marketing Hub Professional and if you’re fine with maintaining branches, you can use branches based on a random split: https://knowledge.hubspot.com/workflows/use-if-then-branches-in-workflows#configure-a-random-split-b…
If not, then I’m not aware of any ways that would cleanly and natively accomplish what you’re trying to do without upgrading to Sales Hub Professional.
There are always options to explore using Zapier, or third-party solutions of course. I’m not aware of any official app marketplace integrations but every once in a while, a script not approved to the marketplace floats around.
In other words: random split branches OR a Sales Hub Professional upgrade OR build-your-own-process with Zapier.
Best regards!
I built a Round Robin action that might work for you: Redirecting to: /smart-lead-ticket-routing/
AFAIK, if you have workflows it should work for any plan - you can add your 5 users and it will distribute output their usernames in sequence, so you can assign them as contact owners.
It’s designed to also take into account availabilty and out-of-office, but it will work for this simpler case too.
If you have access to Workflows, HubSpot can handle round-robin with a workflow + “Rotate record to owner”.
If you’re on Starter, the challenge is that Workflows isn’t available for automation/routing, so native round-robin options are limited. The common workarounds I’ve seen are:
- Separate forms/paths per rep (not true round-robin; more of a split)
- Manual assignment queue with an SLA
- Use an external router
(Disclosure) I’m building NextUp specifically for HubSpot Starter: round-robin pointer + audit logs + “owner-empty-only” so it never steals accounts. If you’re Starter, I can share the setup.
Thiis is a great example of a real gap. Sales Hub Professional is the only native way to get true round-robin, which is a big jump just for this one feature, especially when you need it scoped to specific project teams rather than everyone.
Curious how you’re handling it today — manually, or some kind of workaround?
Thanks