HubSpot Ideas

AShinn

Request for Implementation of a Counter in CRM Workflows

I need to create a counter to include in automations—specifically in workflows. This counter would facilitate lead distribution by setting a limit, for example, of 10 leads to be distributed among Team X.

Additionally, this counter could be used to determine if a consultant has fewer than X available processes. This would serve as a trigger for the workflow to distribute more leads to the consultant.

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