Weighted Lead Rotation app ( give some salespeople more leads than others )

[stephan213]

I am not sure if this is allowed here, @hubspot on Twitter referred me when I asked about it.

I have developed an app for hubspot that allows you to add lead rotation to your workflow with the ability to give more leads/preference to top salespeople, and less leads to new or underperforming salespeople.

I would like to know if there is an interest for such an app and get ideas on the best way to market it.

[Routera-LT]

Our team has been working on a new platform that gives HubSpot users/managers better ability to fully control contact/company/deal/ticket assignment including weighted rotation, Out of Office status, working hours, capacities, service level agreements and more!

We are proud to announce we are listed on the HubSpot app marketplace where you can find more information about our solution! 

[MLonghofer]

Great news. We've been running our lead rotation through a random number generator in Zapier (1-100), then setting number ranges for each rep to assign weighting. Your app seems to provide a much better solution with added features. I just signed up for it. Do you offer any training videos or education on how to set up and use the app?  

[Routera-LT]

Hey @MLonghofer 

We do have help documentation, you can find that here.

If you need any other sort of guidance you can use our support chart feature or email me directly. 

[cheatoeSB]

An app like LeadJar can help out with this: https://leadjar.app/

[kvlschaefer]

Hi @cheatoeSB,

Thank you for sharing your app. Do you have details on how Lead Jar can help with weighted rotation? How does it integrate with HubSpot? 

Thank you,

Kristen

[AMatthews82]

Saw this from LeadJar's FAQ's: 

When a new contact is enrolled via one of your HubSpot Workflows, HubSpot will ping LeadJar to assign the contact an owner. We pick a lead owner based on the rule logic you choose (round robin or weighted distribution), and then update the HubSpot contact with the selected owner. 

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[RouterJet]

If you’re interested in an app that handles some more advanced lead routing situations, please let me know. You can sign up to hear when the app is ready. I have a similar app created for Pipedrive, and I’m considering expanding to HubSpot if there is enough interest.

Please sign up here: https://routerjet.com/round-robin-lead-routing-for-hubspot 

[TGrowtomation]

How to get this tool?

[stephan213]

Here is a video of how it looks in the admin.  https://www.loom.com/share/a65530f30fbd4a93bd910726185bbe59

[MFrankJohnson]

Welcome to the jungle @stephan213

Is it a HubSpot integration?

One way to market your new app would be to let us see it. What's the website? How does it work (e.g., configurable options)?

[stephan213]

Hi Frank, 

It is not an integration ( however it could be )

You simply need to authorize the app by telling it your API key, it will show you a list of your users ( salespeople ), you choose the ones you want to add for rotation and the weight.

Default weight of 1 would be equal rotation, weight of 2 would be 2 leads for every 1 the others gets, etc.

In your workflow where you normally add the built in lead rotation, you would change that out for a webhook to the URL where our app is hosted.   ie http://app.yourdomain.com

 https://www.screencast.com/t/reNDnDyAJ

Stephan

[bretts]

Hey @stephan213,

Did this app ever launch? I could use something like this.

[sdhill1990]

I'm with you on this. If this is in the wild it would be amazing. 

[stephan213]

I have written a little php script that does this...  let me know if you interested.

You can lease it for $50/month or buy it for $500

[RubenRios]

stephan123 I'm interested in your solution. Does it work with Marketing Pro?

[PamCotton]

Hello @RubenRios  In order to create Webhooks you need to have a developer account, and for that have no additional price. To have access to the portal to create Webhooks, you need to have an Enterprise subscription; and is currently the only subscription that allows Webhooks (since is the highest plan).

I hope this information helps.

Kindly,

Pam

[RubenRios]

Thanks!!!

[MLonghofer]

Is this lead rotation app still available?

[stephan213]

Yes, it is a php app that uses the api and webhooks so you need to make sure you have a high enough plan with hubspot that allows API access and webhooks.

[Esmartia1]

500$ and you give us the source code?