HubSpot workflows for lead routing

50 specs1 free44 Professional6 Enterprise

50 written specs for assigning new leads to an owner in HubSpot: rotation, territories, first-contact SLA timers and reassignment. They fit a sales team split by geography, and any team where leads sit unassigned for hours because a manager triages them by hand.

More about lead routing in HubSpot

The list opens with round-robin by territory, owner rotation with the Rotate record to owner action, a first-contact SLA timer and reassignment when an owner shows no activity. Then comes routing by country, company size, industry or lead score. Further down sit the cases a plain rotation does not cover: weighted round-robin by rep capacity, a fairness cap per rep per day, vacation rerouting and a postal code lookup table.

Two pitfalls from the free spec. Rotate record to owner rotates evenly across its list at the moment the action runs, so adding or removing a rep does not rebalance past assignments. And with re-enrollment left on, a lead that is already assigned and already contacted goes to a new owner the next time its territory is edited.

42 of the 50 start from a contact, the rest from a deal, a company, a ticket or a custom object. 44 need Professional, 6 Enterprise.

Free Round-robin lead assignment by territory Contact15 steps New leads are split into territory groups and each group is assigned to the right owner pool in round-robin order, with no manual triage. Read it in full

All 50 lead routing specs

Most requested first. Professional tier unless marked.

Round-robin lead assignment by territoryContact15 stepsFree New lead auto-assignment by owner rotationContact3 steps First-contact SLA timer with owner reminder taskContact11 steps High-value form submission instant Slack and email alert to repContact5 steps Reassign lead when owner has no activity within SLA windowContact11 steps Route leads by country / region to territory ownerContact15 steps Route inbound demo requests by company size (employee count)Contact28 steps Route by lifecycle stage change to MQL (assign to SDR queue)Contact4 steps Round-robin deal assignment among AE teamDeal8 steps Assign leads by industry verticalContact15 steps Route named-account / enterprise leads to strategic AE (ABM list match)Contact10 stepsEnterprise Auto-unassign and re-route lead when owner is deactivatedContact5 steps Route leads by product/service interest (form field or page viewed)Contact15 steps Weighted round-robin by rep capacity (custom property counter)Contact1 step Route by lead score threshold to sales, below threshold to nurtureContact8 steps Chatbot/live chat qualified lead handoff to rep with notificationContact8 steps Route free-trial signups to CS/AE based on plan tierContact12 steps Round-robin using HubSpot Teams (assign within team then round-robin)Contact21 stepsEnterprise Route existing-customer inquiry to current owner instead of round-robinContact5 steps Route by UTM source / campaign to channel-specific repContact15 steps Reassign orphaned leads (no owner) on a nightly scheduleContact4 steps Route partner-referred leads to partner managerContact17 steps Route leads by language (property or browser locale) to native-speaking repContact22 steps Escalate lead to manager when SLA breached twiceContact4 steps Round-robin with fairness cap (max N leads per rep per day)Contact3 steps Route leads from paid ads (Facebook/LinkedIn lead ads) into rep queueContact14 steps Book-a-meeting form auto-assigns owner from meeting link usedContact5 steps Route company-level lead to whoever owns an associated open dealCompany9 steps Route leads by HubSpot score band into 3 priority queues (hot/warm/cold)Contact17 steps Vacation / out-of-office rerouting (property flag pauses assignment to a rep)Contact8 steps Route inbound support-turned-sales leads from tickets to AETicket8 steps Round-robin across multiple pipelines (SMB pipeline vs Enterprise pipeline)Deal11 steps Route leads by postal code / zip using a lookup table (postal-to-territory)Contact2 steps Notify manager when a rep's queue exceeds capacity thresholdContact2 steps Route re-engaged (previously closed-lost) contacts back to original ownerContact6 steps Route leads to SDR vs AE based on company employee count and deal stageContact13 steps Territory routing using company property (custom territory field) plus company hierarchyCompany6 stepsEnterprise Route webinar attendees by session/topic to matching repContact15 steps Assign leads based on custom object (e.g. franchise location) associationCustom9 stepsEnterprise Round-robin via external tool webhook when native round-robin limits are hitContact7 steps Route leads by currency/region for multi-currency deal creationContact15 steps Auto-reassign lead if rep does not accept task within X hours (task-based acceptance flow)Contact7 steps Route leads to reseller/channel partner portal ownerContact11 stepsEnterprise Split routing between marketing-sourced and sales-sourced leads to different queuesContact7 steps Route leads by device/browser signal (mobile app lead vs web lead) to specialized teamContact15 steps Permission-set-based routing so reps only see leads in their assigned team/territoryContact14 stepsEnterprise Route abandoned-quote leads back to original deal ownerDeal4 steps Route leads created via API/integration (source = integration) bypassing forms logicContact8 steps Multi-touch routing: reroute lead if a second form fill happens with different intentContact4 steps Create a task for the account owner when a target company raises funding (Breeze Intelligence)Company6 steps

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