HubSpot Ideas

MLonghofer

Uneven Contact Rotation

It would be a nice feature to allow uneven rotation when setting the contact owner in Workflows.  Today Workflows allows only for equal rotation of contact owner assignment, but there are circumstances that would warrant an uneven rotation.  

6 Replies
nicolerohrer
HubSpot Employee

I have had customers ask for this and I'm so glad it's posted here. Big upvote!

nmclain
Participant

Hi! Did you ever figure out a solution to this? I need the same thing.

lnglkcpx
Participant

Looking for the same!

JGood
Contributor

I really need this. I have done this in the past in Salesforce by having a couple of additional filter options:

  • Starts With
  • Ends With

Then you can use a numeric ID and just do ID ENDS WITH 0,2,4,6,8,1,3

For another salesperson you would do ID ENDS WITH 5,7,9

You could use the letters of the alphabet to divide up Leads, too.  ENDS WITH a,b,c,d,e,f,g  (Etc).

Or just adjust the Round Robin feature to do uneven distribution.  🙂

JonathanDick
Member

I did a custom round formula to get the last digit of the record id to get a number of 1-10 representing the last digit of the record id (0=10)

10-round((round([hs_object_id]/100,1,"ceil")-round([hs_object_id]/100,2,"floor"))*100,0)

copy the output to a "Round Robin Digit" contact property

then do an if/then branch based on the "Round Robin Digit" contact property

you basically have to have a different group for each amount you want each group to have... calculations can be a bit tricky... created a spreadsheet to help with the calculations (https://docs.google.com/spreadsheets/d/14-WW1pHAXBz-v8CxFVjxdp8g_MQnxA04p9K8Pa9qGiU/edit#gid=0)

Example implementation below using contacts

JonathanDick_0-1682544512393.png

 

Aftermath
Member

Yes super helpful!