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. 

29 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.