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Route partner-referred leads to partner manager

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.

17 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeA lead referred by a partner reaches the manager who owns that partner relationship directly, instead of getting mixed into the general round-robin where nobody knows the referral context.
Workflow maplead-routing-022
Contact created / Partner name set leads to Lead source detail = partner-referral?. Lead source detail = partner-referral? leads to No: Exit, handled by standard routing; Yes: Partner name?. Partner name? leads to mapped partner: Set owner = mapped partner manager; blank / unmapped: Notify partner program owner + add to Needs manual routing. Set owner = mapped partner manager leads to Set routed date, notify owner, create task. No Yes mapped partner blank / unmapped Contact created / Partner name set Lead source detail = partner-referral? Exit, handled by standard routing Partner name? Set owner = mapped partner manager Notify partner program owner + add to Needs manual routing Set routed date, notify owner, create task
Contact created / Partner name set leads to Lead source detail = partner-referral?. Lead source detail = partner-referral? leads to No: Exit, handled by standard routing; Yes: Partner name?. Partner name? leads to mapped partner: Set owner = mapped partner manager; blank / unmapped: Notify partner program owner + add to Needs manual routing. Set owner = mapped partner manager leads to Set routed date, notify owner, create task. No Yes mapped partner blank / unmapped Contact created / Partner name set Lead source detail = partner-referral? Exit, handled by standard routing Partner name? Set owner = mapped partner manager Set routed date, notify owner, create task Notify partner program owner + add to Needs manual routing

When to use it, when not to

Use it

  • Use it when the company runs a partner or referral program and each partner has a named internal manager responsible for that relationship.
  • Use it when the referral source can be captured reliably, either through a partner-specific referral link parameter or a hidden form field.
Read more on when to use itShow less

Skip it

  • Do not use it if there is only one partner manager for all partners; a single fixed-owner assignment (no rotation needed) is simpler, see the Variants section.
  • Do not use it for a named strategic account that happens to also be partner-referred; decide precedence with lead-routing-011 in a single document so the two workflows never fight over the same lead.
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 · 17 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 · 6 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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