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Shweta95
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Member since ‎Sep 3, 2024
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Shweta Sahu

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Shweta95
Member
September 23, 2025
Reply to Lead distribution based on $ value
There are a few ways you could manage this. One option is to apply a “weight” logic that prioritizes reps with a lower pipeline value, or you can bum...read more
Shweta95
Member
September 19, 2025
Reply to SDR/AE Prospecting & Lead Management Process?
This is a really common challenge when AEs are still expected to prospect while SDRs are also in play. A big part of the problem usually comes down t...read more
Shweta95
Member
August 04, 2025
Reply to Lead and Contact assignment based on calendar
This is such a great idea. Connecting lead assignment to real-time rep availability would take a lot of headaches out of the process. HubSpot doesn’t...read more
Shweta95
Member
July 21, 2025
Reply to Assigning leads to customers
Hi, HubSpot can do some of that with custom objects, but it might get a bit clunky for what you’re describing. You could check out LeadAngel . It he...read more
Shweta95
Member
June 13, 2025
Reply to Round Robin Assignment of Leads
Hi @ajinkyamurtey Yep, round-robin lead assignment can be done, but you should know that HubSpot Marketing Hub alone doesn’t natively support rou...read more
Shweta95
Member
June 09, 2025
Reply to Automate Company Association for Salesforce Leads
Leads from Salesforce don’t always link to the right company in HubSpot, even though the account data exists. What worked for us was syncing the SFDC...read more
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