HubSpot Workflows Lack Round-Robin Split Branch Option

[theDMM]

The current 50/50 split branch in HubSpot workflows does not evenly distribute contacts one-by-one between the branches.

It only ensures an overall 50/50 split across 1,000 enrollments.

Additionally, it's difficult to track the exact number of contacts that have gone down each branch. This makes it hard to evaluate the effectiveness of the 50/50 split.

Could HubSpot please add a true round-robin split branch option?

This would ensure a strict one-by-one alternation between the branches.

Providing branch enrollment counts would also greatly improve the ability to analyze split branch workflow performance.

These enhancements would be highly beneficial for HubSpot users.

[Jnix284]

@theDMM this is a great idea, happy to help with configuring a workflow that has true round robin assignment.

As a helpful note, in the future to reach the product team you'll want to post your feedback/idea in the Ideas discussion.

The rest of the community discussions aren't monitored by the product team as they are typically questions that people are looking for help to answer.

Here's how to configure round robin with a workflow:

Instead of using Split Branches where you can't control how the contacts are enrolled, you want to use the "Rotate record to owner" action:

Here's a blank workflow showing how to configure the action and the choices available:

I found this idea for Round Robin Workflows that was delivered in 2020 and explains how the enrollment works when you use this action instead of split branches, which does appear to be happening evenly:

"This pattern will continue, with each subsequence contact being assigned in this order and in an even distribution pattern.

Assignment order: owner D, owner A, owner B, owner C, owner D, owner A, owner B, owner C, owner D, owner A, owner B, owner C... etc"

I'm happy to help if you have further questions with updating your worflow.

[theDMM]

Hello @Jnix284 Jennifer, thank you for your comment.

I've seen the article you mentioned, and using the 'rotate record to owner' feature requires a Sales Hub Professional plan OR a Service Hub Professional plan, both of which start at $450/month.

We already pay close to $850/month for the (1) Marketing Hub Professional and (2) Operations Hub Starter plans and do not think an additional $450/month should be required for this simple workflow (round-robin) feature.

Is there really no way to evenly split one by one in a workflow without paying for another expensive plan?

Thank you for your help with this, it is appreciated greatly.

[Jnix284]

Hi @theDMM completely understand where you're coming from, unfortunately round robin is considered a feature for sales/service and not marketing. I am surprised it isn't part of ops hub, at any tier.

I'm curious to learn more about your specific use case, if 50% are split out of 1000, but not evenly, how are your contacts entering the workflow? in lower numbers spread over time?

If you can share more details I might be able to come up with a better solution.

[theDMM]

Thank you for your response. We are using an 'object created' cart enrollment trigger.

Here is a breakdown of our workflow logic - When a cart (abandoned checkout) enrolls, the workflow checks if there is a contact owner, and if there is not, then based on certain criteria, the cart will notify the respective sales agent.

In this particular workflow, there's a criterion for which carts should evenly notify one of two sales agents and rotate one by one.

The random split (50%/50%) branch only distributes evenly throughout 1,000, not one by one as we would like. With that said, it would be super convenient if there was simply a checkbox on this branch to make it Not random but one by one instead.

I am hoping we can determine a workaround for this as I'm surprised it's not a basic feature added in all plans with workflow access.

Thank you!

[Jnix284 · Accepted solution]

@theDMM I've tried testing a few options as a workaround and couldn't force the even split. I recommend adding an idea here to request the feature (adding a checkbox) to reach the product team. If you share a link back here, I'm happy to upvote and others who come across this post can upvote it as well.