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.
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.
Not quite sure how this can be "delivered" when it requires
A javascript developer
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.
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.
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.
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.
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.
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.