💬 RevOps Discussions

PDrews
Member

Lead and Contact assignment based on calendar

Want to make my world a bit more beautiful?
In a perfect world these two scenarios would be solved:

1. New lead comes in to HS, and is then assigned based on a rep's (SDR or AE's) "real-time and updated"(rt) calendar availability.
2. Contact is reassigned from AE to an SDR based on SDR's "on shift/off shift"(oo) calendar availability.

RT: reps would keep calendars open when available, removing no-show meetings would then trigger availability, leads would then round robin assign to those with an opening.
OO: calendars would indicate simply days and hours available for lead assignment.

 

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4 Replies 4
trevordjones
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Lead and Contact assignment based on calendar

Hi @PDrews and Thanks for the tag @PamCotton .

 

Agree with @TomM2 on this one and don't have any great workarounds for you.

- Trevor
If my post solves your problem, please accept it as a solution.

TomM2
Key Advisor | Partner
Key Advisor | Partner

Lead and Contact assignment based on calendar

Thanks for the tag @PamCotton  

@PDrews  the "availability" feature is honestly a huge hole in HubSpot's system. I know they're working on this right now though so I believe it's a feature that will be out this year. However, at the moment there's really no way to set assignments based on availability outside of manually updating your assignment rules. 

Tom Mahon
HubSpot Expert | Digital Marketing Specialist | Community Champion
HubSpark

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Jnix284
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Lead and Contact assignment based on calendar

Excited to hear this is in the works @TomM2, thanks for sharing the update!

 

Like @trevordjones, I also don't have any workarounds @PDrews - other than keeping your fingers crossed and building out our your process map to have it ready to go for when the new feature is rolled out!

 


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Jennifer Nixon - Delivery Lead at Aptitude 8

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0 Upvotes
PamCotton
Community Manager
Community Manager

Lead and Contact assignment based on calendar

Hey @PDrews, thank you for posting in our Community!

 

I would recommend creating a workflow automation in HubSpot that triggers when a new lead comes in. You can also implement a round-robin logic if multiple representatives are available.

 

To our top experts @TomM2, @Jnix284 and @trevordjones do you have any recommendations for @PDrews?

 

Thank you,

Pam
 


 

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