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Routera-LT
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Member since ‎Apr 15, 2022
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Lew Talon

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Solved
ARich on May 15, 2023
Automatic Team updates based on OOO Status
I'd love to know if anyone has discovered a way to monitor when someone is out of office and then automatically remove them from the lead rotation. I've considered trying to use a custom code action in a workflow that looks at availability mana read more
Reply Discussion Programmable Automation
1 upvote
13 Replies
Routera-LT
Participant
June 05, 2023
We built this solution using HubSpot workflows event handler and have an action you can add directly on the workflow. You can add schedules fo...read more
Arne on April 27, 2019
HubSpot User is Out of Office
We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c read more
Reply Idea Contacts & Companies Lead Flows Tasks Workflows
315 upvotes
80 Replies
Routera-LT
Participant
November 18, 2022
@JHutchinson6 We've built a HubSpot integration that solves this problem! We've just been accepted and listed on the HubSpot app marketplace whe...read more
MelParry on August 18, 2022
Original Sender & Forwarder
Hi Everyone, I currently have the option to use the Original Sender as the contact for a ticket when an email is forwarded in. My question is, how can I set it up so both the original sender AND the forwarder are included? We have quite a read more
Reply Discussion Contacts Conversations Tickets
0 upvote
4 Replies
Routera-LT
Participant
September 12, 2022
@MelParry How are you currently chosing which outside rep to add to the ticket? Is it based off their company/account? Or related objects? ...read more
Solved
JGrek on August 21, 2022
Out of office / leave
Hi there, is there a way to mark in Hubspot that you're on leave/out office and it will pause all your tasks and resume on the return date? All I could see if out of office suggestions when a prospect is out of the office but what is the best wa read more
Reply Discussion
14 upvotes
9 Replies
Routera-LT
Participant
September 12, 2022
@JGrek Our team has been working on a new platform that gives HubSpot users/managers better ability to control contact/company/deal/ticket assignme...read more
nina on March 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
Reply Idea Workflows
179 upvotes
75 Replies
Routera-LT
Participant
August 28, 2022
@LKohnert Our team has been working on a new platform that gives HubSpot users/managers better ability to control contact/company/deal/ticket assig...read more
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