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New lead auto-assignment by owner rotation

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Contact3 stepsUpdated for HubSpot seat pricing
OutcomeEvery new contact gets an owner within minutes, spread evenly across the sales team, with zero territory or scoring logic involved.
Workflow maplead-routing-002
Contact created, owner unknown, not a customer leads to Rotate to owner: New lead rotation pool. Rotate to owner: New lead rotation pool leads to Set lead routed date. Set lead routed date leads to Notify new owner by internal email. Contact created, owner unknown, not a customer Rotate to owner: New lead rotation pool Set lead routed date Notify new owner by internal email
Contact created, owner unknown, not a customer leads to Rotate to owner: New lead rotation pool. Rotate to owner: New lead rotation pool leads to Set lead routed date. Set lead routed date leads to Notify new owner by internal email. Contact created, owner unknown, not a customer Rotate to owner: New lead rotation pool Set lead routed date Notify new owner by internal email

When to use it, when not to

Use it

  • Use it as the baseline routing workflow when the whole team sells to the same pool of leads, no territory or product split.
  • Use it as a starting point before layering territory, score, or product-based branching on top (see lead-routing-001, lead-routing-013).
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Skip it

  • Do not use it if any segment of leads needs a fixed owner (existing customers, named accounts, partner referrals). Exclude those first.
  • Do not use it if the team wants an SLA timer or Slack alert bundled in. That is a separate concern, see lead-routing-003 and lead-routing-004, and can be added as extra actions once this base workflow works.
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The rest of this spec

Prerequisites · 5 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 3 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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50 specs in this section

See all 50 This category, 39 EUR
FreeRound-robin lead assignment by territoryContact15 steps Route leads by product/service interest (form field or page viewed)Contact15 steps First-contact SLA timer with owner reminder taskContact11 steps High-value form submission instant Slack and email alert to repContact5 steps

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