Skip to content
The Workflow Library
Get the full library

Route named-account / enterprise leads to strategic AE (ABM list match)

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

Enterprise

Seat pricing: Enterprise 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 Enterprise.

Contact10 stepsUpdated for HubSpot seat pricing
OutcomeA lead from a company on the strategic account list goes straight to the dedicated senior AE assigned to that account, never into the standard round-robin.
Workflow maplead-routing-011
Contact created / strategic flag set leads to Strategic account match?. Strategic account match? leads to Yes: Assign to mapped strategic AE; No: End, no action - standard routing handles it. Assign to mapped strategic AE leads to Set routed date, notify AE, create alignment call task. Set routed date, notify AE, create alignment call task leads to Delay 4 business hours. Delay 4 business hours leads to AE engaged yet?. AE engaged yet? leads to No: Notify sales director; Yes: End, no action. Yes No Yes No Contact created / strategic flag set Strategic account match? Assign to mapped strategic AE End, no action - standard routing handles it Set routed date, notify AE, create alignment call task Delay 4 business hours AE engaged yet? Notify sales director End, no action
Contact created / strategic flag set leads to Strategic account match?. Strategic account match? leads to Yes: Assign to mapped strategic AE; No: End, no action - standard routing handles it. Assign to mapped strategic AE leads to Set routed date, notify AE, create alignment call task. Set routed date, notify AE, create alignment call task leads to Delay 4 business hours. Delay 4 business hours leads to AE engaged yet?. AE engaged yet? leads to No: Notify sales director; Yes: End, no action. Yes No Yes No Contact created / strategic flag set Strategic account match? Assign to mapped strategic AE Set routed date, notify AE, create alignment call task Delay 4 business hours AE engaged yet? Notify sales director End, no action End, no action - standard routing handles it

When to use it, when not to

Use it

  • Use it when a defined set of named accounts (existing target accounts, key logos, or accounts a strategic AE is already working) should never route through generic assignment logic.
  • Use it as the suppression layer referenced by lead-routing-001 and lead-routing-006, so those workflows correctly skip these leads.
Read more on when to use itShow less

Skip it

  • Do not use it for every enterprise-sized company, only for accounts explicitly designated strategic. Use lead-routing-007 for size-based segmentation without a named-account list.
  • Do not use it if the strategic AE roster changes often without updating the account-to-AE mapping; a stale mapping routes a hot lead to someone who no longer owns that account.
Read more on when to skip itShow less

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 · 10 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 · 5 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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Lead routing spec

Not the workflow you needed?

More in Lead routing

50 specs in this section

See all 50 This category, 39 EUR
FreeRound-robin lead assignment by territoryContact15 steps Route leads by country / region to territory ownerContact15 steps Route inbound demo requests by company size (employee count)Contact28 steps Route leads to reseller/channel partner portal ownerContact11 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library