Looking for a good lead routing app

[TPaille]

I have a client looking for more robust lead routing than HubSpot is able to do out of the box.

They're specifically looking for two features:

1) Cap the number of open deals a salesperson has

2) Not assign a new lead to someone out of office

Does anyone know a good HubSpot app that can do this? Thanks!

[jacksonms03]

You can try using HubSpot’s workflow automation with custom deal limits and user availability fields to handle routing logic. Keeping your workspace neat with a bamboo partition can also make managing multiple leads feel more organized and focused.

[RubenBurdin · Accepted solution]

Hi @TPaille 

Good question, this is one of those cases where HubSpot’s native lead assignment tools hit their ceiling pretty fast.

For capping the number of open deals per rep, there isn’t a built-in limiter, but you can approximate it using a workflow that checks the count of open deals associated with each owner before assigning a new one (explained here: (https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers )

It won’t fully “block” assignments, but it can re-route leads if the count exceeds a threshold.

For the “out of office” condition, HubSpot doesn’t automatically detect OOO status, but you can work around it.

A common trick is maintaining a custom “Available for lead assignment” property on the user record or a reference object, updated manually or via the calendar API, then using it as a filter in your routing workflow (https://knowledge.hubspot.com/workflows/choose-your-workflow-actions )

If the client needs strict capping logic and real-time availability checks, you’ll likely need an external routing app or custom middleware that reads those fields dynamically through the API before assignment. Hope this helps point your setup in the right direction.

[STierney]

Hey @TPaille - thanks so much for posting in the Community!

I was able to find a recent post in our Ideas Forum that requests the ability to limit the number of deals per user! While I realize this doesn't provide an immediate solve, I do recommend upvoting the idea and adding any ideas you have that would expand on this idea in the comments!

Additionally, I'd like to tag in some integration experts to see if they have any ideas on ways you may be able to currently achieve this within HubSpot. @johnelmer, @HFisher7, and @RubenBurdin - any thoughts on integrations that may help @TPaille's client achieve these two goals?

Shane, Senior Community Moderator

[TPaille]

Thank you, Shane.