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Round-robin deal assignment among AE team

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.

Deal8 stepsUpdated for HubSpot seat pricing
OutcomeA newly created deal gets an AE owner within minutes, spread evenly across the closing team, so no deal sits unowned in a pipeline.
Workflow maplead-routing-009
Deal created in pipeline, owner unknown leads to Rotate to AE pool. Rotate to AE pool leads to Set deal routed date, notify owner, create discovery task. Set deal routed date, notify owner, create discovery task leads to Delay 1 business day. Delay 1 business day leads to Deal still in New stage?. Deal still in New stage? leads to Yes: Notify sales manager; No: End, no action. Yes No Deal created in pipeline, owner unknown Rotate to AE pool Set deal routed date, notify owner, create discovery task Delay 1 business day Deal still in New stage? Notify sales manager End, no action
Deal created in pipeline, owner unknown leads to Rotate to AE pool. Rotate to AE pool leads to Set deal routed date, notify owner, create discovery task. Set deal routed date, notify owner, create discovery task leads to Delay 1 business day. Delay 1 business day leads to Deal still in New stage?. Deal still in New stage? leads to Yes: Notify sales manager; No: End, no action. Yes No Deal created in pipeline, owner unknown Rotate to AE pool Set deal routed date, notify owner, create discovery task Delay 1 business day Deal still in New stage? Notify sales manager End, no action

When to use it, when not to

Use it

  • Use it when deals get created directly (chatbot-to-deal, a sales-assisted checkout, or an inbound deal form) without first going through contact-level routing.
  • Use it as the deal-object equivalent of lead-routing-002, when the unit that needs an owner is the deal, not the contact.
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Skip it

  • Do not use it if deals are always created by converting an already-owned contact; in that case the deal should inherit the contact's existing owner instead of re-rolling the dice, see Variants.
  • Do not use it across multiple pipelines with different team ownership (SMB pipeline vs Enterprise pipeline) without adding a pipeline filter first, see lead-routing-032.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 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 · 8 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 · 3 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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