Skip to content
The Workflow Library
Get the full library

Route webinar attendees by session/topic to matching rep

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: Marketing Hub Professional.

Contact15 stepsUpdated for HubSpot seat pricing
OutcomeA webinar attendee is followed up by the rep who actually knows that session's topic, instead of a generic post-event blast from whoever is next in a flat rotation.
Workflow maplead-routing-038
Webinar attendance confirmed with session topic leads to Session topic?. Session topic? leads to Product A demo: Rotate to Product A specialists; Industry trends: Rotate to industry specialists; Customer stories: Rotate to generalist/customer marketing pool; unmapped: Rotate to generalist pool + notify sales ops. Rotate to Product A specialists leads to Set routed date, notify owner, create call task. Rotate to industry specialists leads to Set routed date, notify owner, create call task. Rotate to generalist/customer marketing pool leads to Set routed date, notify owner, create call task. Rotate to generalist pool + notify sales ops leads to Set routed date, notify owner, create call task. Product A demo Industry trends Customer stories unmapped Webinar attendance confirmed with session topic Session topic? Rotate to Product A specialists Rotate to industry specialists Rotate to generalist/ customer marketing pool Rotate to generalist pool + notify sales ops Set routed date, notify owner, create call task
Webinar attendance confirmed with session topic leads to Session topic?. Session topic? leads to Product A demo: Rotate to Product A specialists; Industry trends: Rotate to industry specialists; Customer stories: Rotate to generalist/customer marketing pool; unmapped: Rotate to generalist pool + notify sales ops. Rotate to Product A specialists leads to Set routed date, notify owner, create call task. Rotate to industry specialists leads to Set routed date, notify owner, create call task. Rotate to generalist/customer marketing pool leads to Set routed date, notify owner, create call task. Rotate to generalist pool + notify sales ops leads to Set routed date, notify owner, create call task. Webinar attendance confirmed with session topic Session topic? Product A demo Rotate to Product A specialists Industry trends Rotate to industry specialists Customer stories Rotate to generalist/customer marketing pool unmapped Rotate to generalist pool + notify sales ops Set routed date, notify owner, create call task

When to use it, when not to

Use it

  • Use it when the team runs multiple webinar sessions on different topics or products, each with a clear owner or specialist pool best suited to follow up.
  • Use it once webinar registration and attendance data reaches HubSpot as a contact property or list membership, whichever your webinar tool integration provides.
Read more on when to use itShow less

Skip it

  • Do not use it for a single-topic webinar series with one generic follow-up owner; a plain form-submission workflow is simpler.
  • Do not use it to replace a nurture sequence for non-attendees; this fiche is for people who actually attended, route registrants who did not attend through a separate re-engagement nurture instead.
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 · 15 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.

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 product/service interest (form field or page viewed)Contact15 steps New lead auto-assignment by owner rotationContact3 steps First-contact SLA timer with owner reminder taskContact11 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