Round Robin Contacts Not Being Assigned to Correct Sales Rep

[AlexCarey]

Hello,

Not sure if anyone else has experienced this issue. We have sales reps assigned by regions, in Salesforce. When a contact completes our Round Robin page, sales reps are assigned automaticallly. We have the contact owner default set up on our calendar. Any suggestions for a workflow or automation workaround to assign contacts correctly on the Round Robin?

Thanks!

[karstenkoehler · Accepted solution]

Hi @AlexCarey,

It looks like a sentence is cut off in your post ("sales reps are continually") – would you mind specifying what exactly is happening at the moment?

Generally, here's how the round robin functionality should work:

HubSpot will automatically check the custom availability you set in the scheduling page's availability settings against the selected team members' integrated calendars and block off busy times when none of the selected team members are available. If a user has multiple integrated calendars, HubSpot will check this custom availability against all the calendars.

More information here: https://knowledge.hubspot.com/meetings-tool/understand-group-and-round-robin-meeting-availability#ro...

Are you seeing different behavior?

Best regards