Deal capacity limits per user and pipeline stage

[CibeleCavalli]

Feature request:
Currently, HubSpot allows deal assignment via round-robin or basic workflow rules, but it does not provide a way to limit the number of deals a user can have per pipeline stage — nor does it offer intelligent fallback assignment when that limit is reached.

Problem:
In complex sales operations, each pipeline stage requires different levels of effort. Users should not always handle the same number of deals in all stages. For example: up to 10 deals in Qualification, 20 in Proposal Sent, and 30 in Negotiation. Without this control, a single user can be overloaded in a critical stage, which affects SLAs and overall productivity.

Suggested solution:
Allow HubSpot to set deal capacity limits per user and per stage. If a workflow tries to assign a deal to a user who has reached their limit for that stage, HubSpot should automatically reassign the deal to another available user — based on custom logic.

It is essential that this fallback assignment is configurable. Users should be able to define:

• Which team the reassignment can go to (e.g., only SDRs)

• A custom list of users (e.g., user A, B, and C)

• Or a defined order of fallback priority

Workarounds we've tried:

• Manual tracking with custom properties and workflows

• Using calculated fields to estimate user workload

• Round-robin workflows without per-stage limits

None of these alternatives address the issue in a scalable and automated way.

Expected benefits:

• Balanced workload across pipeline stages

• Improved SLA and lead response time

• Reduced risk of user overload

• Increased efficiency and fair deal distribution

• Smarter, more strategic use of workflows