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Route leads to reseller/channel partner portal owner

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.

11 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 that belongs to a reseller or channel partner's territory reaches the internal partner manager who works that relationship, instead of falling into the direct-sales rotation as if it were a standard inbound lead.
Workflow maplead-routing-043
Partner Name set leads to Which partner?. Which partner? leads to Partner A: Assign to Partner A's internal manager; Partner B: Assign to Partner B's internal manager; unmapped partner: Notify channel ops + add to Needs partner mapping review. Assign to Partner A's internal manager leads to Set routed date, notify manager, create follow-up task. Assign to Partner B's internal manager leads to Set routed date, notify manager, create follow-up task. Partner A Partner B unmapped partner Partner Name set Which partner? Assign to Partner A's internal manager Assign to Partner B's internal manager Notify channel ops + add to Needs partner mapping review Set routed date, notify manager, create follow-up task
Partner Name set leads to Which partner?. Which partner? leads to Partner A: Assign to Partner A's internal manager; Partner B: Assign to Partner B's internal manager; unmapped partner: Notify channel ops + add to Needs partner mapping review. Assign to Partner A's internal manager leads to Set routed date, notify manager, create follow-up task. Assign to Partner B's internal manager leads to Set routed date, notify manager, create follow-up task. Partner A Partner B unmapped partner Partner Name set Which partner? Assign to Partner A's internal manager Assign to Partner B's internal manager Notify channel ops + add to Needs partner mapping review Set routed date, notify manager, create follow-up task

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 the business sells partly through resellers, dealers, or channel partners, and leads originating from or assigned to a partner's territory need internal oversight distinct from direct sales.
  • Use it once partner territories or account assignments are documented (which partner covers which accounts or region), even if that mapping lives outside HubSpot as a spreadsheet.
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Skip it

  • Do not use it expecting to assign a lead directly to an external partner's own user account. External partner staff are very rarely full HubSpot users with owner-assignable seats; this fiche routes to the internal partner manager who liaises with that partner, not to a partner-side individual.
  • Do not use it for a business with no channel or reseller model; this fiche solves a specific indirect-sales problem, use lead-routing-001 for direct sales.
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 · 11 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.

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