Hello,
I’m trying to create a workflow that would enable us to assign more leads to people that have a higher revenue in closed won within the last 30 days.
The simplest way i could think of would be to create a workflow that assigns a user to a team, and then split the lead rotation between the 2 teams, with team 1 being every user, and team 2 being those that have a revenue of more than the average of all the deals within closed won, but I can’t find a way to automate team membership.
Any ideas?
Hi @NPorter7,
With “vanilla” workflows, this is not possible. Workflows don’t let you look up the revenue closed by a HubSpot user or change their team membership.
To achieve this, you would need HubSpot Operations Hub Professional (to access custom code actions) and the help of a developer. There is already an entry in the programmable use case library: Weighted Lead Rotation. This would have to be adjusted by a developer to reflect your requirements.
(It might also be possible to achieve this with third-party solutions but I’m not aware of any.)
Hope this helps!
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