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Allow Contact Owner rotation based on Availability

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Status: Idea Submitted
JHanson
Submitted by on ‎Feb 28, 2025 3:12 PM

We rotate contact owner inside a workflow as new leads/prospects come into the system. To make it less manual, we rotate between members of a team. However, sometimes one member of the team goes on vacation. Could that action have a button to take availability into account when assigning ownership? If a salesperson is out of the office for a week we don't want to assign them new leads that they can't work. The only solution HubSpot has now is to assign individuals instead of a team, but that takes a lot of manual work to add and remove people. Thanks!

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5 Replies
BFarney
Member
‎Mar 4, 2025 3:25 PM

This is definitely needed!

toddirions
Member
‎Mar 4, 2025 3:25 PM

The workaround for this is very undesirable! 

jmbray
Contributor
‎Aug 8, 2025 5:36 PM

+1

SkeeStylus
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner
‎Sep 16, 2025 1:46 PM

I couldn't agree more.  Even more important with Service Reps.  If they toggle away from Help Desk for a smoke break or lunch, tickets shouldn't rotate to them.  

Oakes
Participant
‎Nov 3, 2025 2:18 PM

There's already hs_availability_status on Users. We should be able to configure the workflow Rotate action to respect that setting.

 

It's 2025 after all.