HubSpot Ideas

Maarten_C

Rotating leads with fixed distribution percentages

Hi, 

 

We're currently stuck with the following scenario: 

 

We want to distribute leads randomly to reps A, B and C. 

Rep A receives 20% of leads, rep B 40% and rep C 40%.

 

This is currently not possible in the system. 

The random attribution is important to us, i.e. we cannot solve it through IF branches. 

40 Replies
CPSCB
Contributor

We're diving into using Operations Hub and the new custom code actions to solve this issue for our portal. Kyle Jepson included a pretty solid lesson on how to do it in the new Workflows Deep Dive.

JoeMayall
HubSpot Alumni

Hey folks!

 

I'm happy to report that this is "Delivered"! By using the Custom Code Action in workflows, you can rotate leads with fixed distribution percentages.

 

To learn more, check out this Academy Course: https://app.hubspot.com/academy/1660224/lessons/1002820/4232

 

Best!

Joe

Amanda_FUNYL
Participant | Partner

I'm not sure how this is "delivered" not everyone has access to Javascript
developers.

NRes
Participant

JoeMayall said "

I'm happy to report that this is "Delivered"! By using the Custom Code Action in workflows, you can rotate leads with fixed distribution percentages.

 

To learn more, check out this Academy Course: https://app.hubspot.com/academy/1660224/lessons/1002820/4232"

 

 

Giving non-programmers the ability to paste or write custom code isn't a workable solution.

 

It would be much better to have some text boxes to select or type the % we want the split to be for the different members of a round-robin team.

 

 

jessehowes
Member

So, in order to simply have weighted Contact Owner rotation, we have to upgrade our account Operations Hub Professional for over $1,000/month!? 
Hubspot. Come on. That's insane. This should be a standard feature. Considering this is the ONLY Custom Coded feature our company needs in our workflows, it's bonkers to charge this for such a simple feature.

Congratulations on pushing us further towards Salesforce, where this is a default feature. Step it up.

lnglkcpx
Participant

We also need this but custom code is not a viable fix. Can we get this re-opened?

walterperon
Member

@JoeMayall 
We also need this functionality

The custom code is available only to Operations Hub Professional.

Is not aceptable to pay a new Hub only for use the custom code as a workarround of what we are asking.

The rotate record should include the quotation percentage as default.

Please review, we are a lot asking for this.

Materialyze
Member

Not quite sure how this can be "delivered" when it requires

  1. A javascript developer
  2. An upgrade to Operations Hub Professional

This seems like such a low-level tech lift for HubSpot to drastically increase the QoL for us Ops folks and give us some flexibility. Very dissapointing.

jessehowes
Member

This has not been 'delivered'.

What has been delivered is an expensive paid upgrade to your subscription for a very small feature that should come standard.

Another reason we are ending our Hubspot subscription.

TArnoldGZ
Participant

Jumping in - we need this feature, too.

 

For example, Sales Rep A. is a veteran and therefore receives 70% of inbound leads. Rep B. is a rising star and should get 30% of inbound leads. If we distribute with the default even-split round robin, then we risk losing 20% of inbound leads AND set up Rep B. to fail.

 

HubSpot product/dev team, please understand that this is key to SaaS companies.

cj_ipec
Member
We have a custom code that does this for us now. It is working beautifully.
Our developer wrote the code and we implemented it a few years ago.

We tell the system how to distribute leads based on region and if the AA
(term for our sales assistants) is part time or full time.

We use the HUBdb table to control it.


samriach
Participant

Plus 1 to all of the above. 

 

We need to assign Contacts/Deals to our sales reps based on a specific percentage. 

Example:

Rep A = 50%

Rep B = 25%

Rep C = 25% 

 

Maarten_C
Member

A simple, non-technical setup that we started using some time after I posted the original issue is as follows: 

 

Let's say we need

- 50% of leads to rep A

- 25% of leads to rep B

- 25% of leads to rep C

 

The workaround: 

1. Create a new "dummy" user in Hubspo, which will only be used as a pool to allocate leads fromt. We used an email alias under G-suite to create the email addresses for this user.

2. Set up a worlflow where 50% of incoming leads get distributed equally between rep A and the dummy user - 50% each.

3. In a next step in the workflow, the leads assigned to the dummy user get immediately redistributed equally between reps B and C. So each get 25% of the initial lead count. 


This gives you the desired distribution for the case above. 

 

It achieves the goal, the clear drawbacks are that it clutters the system and only works for some allocation %s. However, it works for us and we needed a quick, creative solution. 

samriach
Participant

Thank you @Maarten_C , appreciate it! Sounds like a good workaround. I'll give it a try 😊

JRubino
Member

Upvoting this as well. I wish we could assign percentages somehow in the "Rotate Record to Owner" workflow step.

I was able to accomplish this with a custom code action but it required developer help. Considering not everyone has access to a developer, this really isn't a great solution.

SawyerDM1
Member

@Maarten_C  Thanks for this.

 

Can you share the exact workflow that you set up in step #2 and then #3 to distribute the other 50% of leads between reps B and C?

SiewSiew
Participant | Diamond Partner

@Maarten_C  


Ops I forgot to reply!
Sweet! Your idea worked! You deserved a kudos! Thanks!


Thanks!!

TarynJScham
Member

Are there any updates on this solution @hubspot?

 

Having to reply on Ops Hub and a Developer is not a fix for this scenario, it should be a standard feature. Are there any plans to roll this out?

TomDelaney
Member

Echoing others sentiment - A custom code soltuion is hardly 'delivered'.

Would be nice to have 'round robin' & 'custom' routing options within a team. The 'Custom' option could then house the %'s neccessary for uneven lead distribution.

MKelly86
Member

An easy workaround for this is to create a random split with 10 branches

If you need 

Rep A - 50% of the leads

Rep B - 10% of the leads

Rep C - 20% of the leads

Rep D - 20% of the leads

 

In the first branches, assign 10% of the leads to Rep A, then the next 4 branches use the "Go to Action" action and assign another 40% of the leads to Rep A. 

 

Rep B can get the leads that are sorted through branch 6, Rep C gets branches 7 and 8, Rep D gets 9 and 10.