Outcome. New leads skip a rep who is currently out of office, and any lead assigned to them just before they left gets pulled back into rotation if nobody worked it, instead of waiting a week for their return.
Workflow map
Enrollment, branches and actions at a glance
lead-routing-030
flowchart TD
A[Owner is on OOO-excluded list, routed within last 7 days] --> B[Delay 3 days]
B --> C{Still not contacted?}
C -->|Yes| D[Rotate to active pool, set routed date]
D --> E[Notify new owner + manager, create call task]
C -->|No| F[End, no action]
When to use it, when not to
- UseUse it for any team using
Rotate record to owner, where reps take planned vacation, short leave, or become temporarily unavailable and someone needs to actively manage the exclusion. - UseUse it when whoever manages team scheduling is willing to update two list memberships by hand at the start and end of each absence; this fiche does not detect vacation automatically.
- SkipDo not expect this to read a calendar or detect OOO status on its own. HubSpot has no native property on the Users/Owners object, so a human has to flag it, see Prerequisites.
- SkipDo not use it for a permanent departure; see lead-routing-012 for deactivated users instead, which is a different, more final case.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.8 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.4 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the lead routing pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
