Lead Assignment was never easier
Add more power to your Workflows with these three simple ways to Assign and Rotate leads in HubSpot Marketing Pro / Enterprise
* No paid HubSpot Sales / Services seats required
Assign a contact owner from any HubSpot workflow either directly or based on other property field
Great for assigning owners based on a custom URL parameter (domain.com/landing-page?owner=12345)
All users are available as owners regardless of Sales/Services seats
100% Free (up to 5 users)
Simple random assignment ideal for small teams
Rotate leads among a set of 2-40 Owners
Similar to old "Rotate Leads" workflow task
You can do even distribution or set extra weight to some owners to increase their chances to get the next lead assigned.
More powerful than basic HubSpot "Lead Rotation" workflow task
Support weighted distribution among multiple Teams and Individual Owners
Configuration portal to create custom rules
Support for multiple distribution approaches (Random, sequential, weighted)
*HubAssign is free for portals with up to 5 active agents. Active agents defined as max unique HubSpot users configured for rotation and/or assigned to a contact on any workflow task that was executed in the last 90 days.