I`m trying to create a Workflow that will randomly assign a owner for a Web Lead but only if they`re working. I`m having a issue with Web Lead being assigned to Reps and they`re on vacation. Is there any way around that in Hubspot? I was thinking in maybe using their online status on Web Chat as a option but couldn`t get the connection to it.
Hi @tiago_bezerra. Great question. It’s not something available standard in HubSpot. I found this thread where @karstenkoehler offers some great advice. Hope this helps.
There aren’t any out-of-the-box features for this at the moment. Lead rotation in HubSpot doesn’t offer this degree of customization.
This can however be achieved with custom code. Another user has written a PHP script which allows for weighted lead rotation here, for example. This can also be accomplished with custom code in workflows, available in the new Operations Hub Professional. In fact, custom rule lead rotation is one of the examples that HubSpot is using in their promotion of the new product.
To get started, I’d recommend this knowledgebase article Use custom code actions in workflows and this developer blog post 3 Ways to Use Custom Coded Workflow Actions With Operations Hub. "
Thank you for this Dan. I`m going to take a look on those articles now and see if it can help me.
@tiago_bezerra In addition to @danmoyle’s post, there is a platform that integrates with HubSpot called Chili Piper that can achieve what you are looking for.
Chili Piper integrates with the meeting calendars + Hubspot to only display time slots of users that are online and have a meeting time available.
That’s a great recommendation @crispyGTM! I discovered them at INBOUND this year and it slipped my mind. Love that!
Thank you Chris. I`ll try them too. It`s a nice option