Member since ‎Apr 15, 2022
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ChrisHongT on February 02, 2021
The feature I'd like to request is the ability/node to designate allocation percentages to people in round-robins for contact/company workflows. Ex. Person A receives 20% of contacts that satisfy round-robin conditions. Person B receives 40% o read more
2 Replies
December 19, 2023
Hi @ChrisHongT We built a HubSpot specific solution that solves for weighted distribution. So you can assign a specific percentage to each user in more
SAnnan5 on July 21, 2023
It will be very useful to have the option to weight reps in a round robin workflow. Hubspot doesnt have this feature at the moment. For instance, I would want for every contact assigned to rep A, rep B gets 2 contacts assigned to them.
1 upvote
1 Reply
December 19, 2023
Hi @SAnnan5 Currently HubSpot doesn't have a great out of the box solution for this, and would require Operations Hub. So we built a more
hannebjorn on January 08, 2021
We would love to have the feature "If contact is owned by a team member...." to also include, if the contact is not known by HubSpot, but has a URL known, the company owners availability will be shown.
3 Replies
December 19, 2023
@hannebjorn We've created a Hubspot specific solution that gives more flexibility to the round robin functionality. Inluding: account more
evfishr on October 11, 2018
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot read more
48 Replies
December 19, 2023
@evfishr Our team has been working on a new platform that gives HubSpot users/managers better ability to fully control contact/company/deal/ more
BTA1 on August 25, 2023
When setting up a round robin currently if more than one agent is available the Round Robin will choose the one who was last booked the longest ago. We are keen to increase availability but have certain agents as back up or fall backs. I.e. if m read more
1 upvote
1 Reply
December 19, 2023
Hi @BTA1 We created a solution that gives users more flexibility over the round robin feature in HubSpot. Including: Round robin / Weighted more
Dan_W on March 15, 2022
Question for you HubSpot pros out there. We are currently using Zoominfo intent data and have the workflow feature enabled. Essentially any time a company meets our demographic filters and our intent topic the account and a set amount of contacts a read more
0 upvote
6 Replies
December 19, 2023
Hi @Dan_W We created a solution that provides more flexibility to the round robin feature in the workflows, including account matching . This way, more
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