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Route company-level lead to whoever owns an associated open deal

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.

9 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 new, unowned company that already has an open deal in progress goes straight to that deal's owner, instead of a fresh round-robin pick who has no context on the existing conversation.
Workflow maplead-routing-028
Company created / owner unknown leads to Associated open deals?. Associated open deals? leads to Exactly 1: Copy deal owner to company owner; 2 or more: Notify sales ops, add to Needs manual routing; None: Rotate to Company fallback queue. Copy deal owner to company owner leads to Set routed date, notify new owner. Rotate to Company fallback queue leads to Set routed date, notify new owner. Exactly 1 2 or more None Company created / owner unknown Associated open deals? Copy deal owner to company owner Notify sales ops, add to Needs manual routing Rotate to Company fallback queue Set routed date, notify new owner
Company created / owner unknown leads to Associated open deals?. Associated open deals? leads to Exactly 1: Copy deal owner to company owner; 2 or more: Notify sales ops, add to Needs manual routing; None: Rotate to Company fallback queue. Copy deal owner to company owner leads to Set routed date, notify new owner. Rotate to Company fallback queue leads to Set routed date, notify new owner. Exactly 1 2 or more None Company created / owner unknown Associated open deals? Copy deal owner to company owner Notify sales ops, add to Needs manual routing Rotate to Company fallback queue Set routed date, notify new owner

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

When to use it, when not to

Use it

  • Use it when new company records can appear unowned (through a form, import, or enrichment tool) while a deal already exists and is being actively worked by someone.
  • Use it when your deal pipeline stages clearly separate "open" from "closed" so the branch condition can target real stage values.
Read more on when to use itShow less

Skip it

  • Do not use it if a company can plausibly have several genuinely active deals owned by different reps; that ambiguity needs a human decision, not an automatic pick, see Steps.
  • Do not use it as a substitute for lead-routing-001 style routing on brand-new companies with no deal history at all; this fiche only helps once a deal already exists.
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 · 9 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 · 4 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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