Skip to content

Route leads by device/browser signal (mobile app lead vs web lead) to specialized team

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 lead captured through the mobile app reaches the team trained on the app experience, and a web-form lead reaches the standard web team, instead of both going through one generic queue that treats the two channels the same.
Workflow maplead-routing-045
Contact created via mobile app or web intake leads to Lead Channel?. Lead Channel? leads to mobile-app: Rotate to mobile app specialist team; web-form: Rotate to standard web-lead pool; web-chat: Rotate to chat-qualified lead pool; blank: Rotate to standard web-lead pool + notify sales ops. Rotate to mobile app specialist team leads to Set routed date, notify owner, create call task. Rotate to standard web-lead pool leads to Set routed date, notify owner, create call task. Rotate to chat-qualified lead pool leads to Set routed date, notify owner, create call task. Rotate to standard web-lead pool + notify sales ops leads to Set routed date, notify owner, create call task. mobile-app web-form web-chat blank Contact created via mobile app or web intake Lead Channel? Rotate to mobile app specialist team Rotate to standard web-lead pool Rotate to chat-qualified lead pool Rotate to standard web-lead pool + notify sales ops Set routed date, notify owner, create call task
Contact created via mobile app or web intake leads to Lead Channel?. Lead Channel? leads to mobile-app: Rotate to mobile app specialist team; web-form: Rotate to standard web-lead pool; web-chat: Rotate to chat-qualified lead pool; blank: Rotate to standard web-lead pool + notify sales ops. Rotate to mobile app specialist team leads to Set routed date, notify owner, create call task. Rotate to standard web-lead pool leads to Set routed date, notify owner, create call task. Rotate to chat-qualified lead pool leads to Set routed date, notify owner, create call task. Rotate to standard web-lead pool + notify sales ops leads to Set routed date, notify owner, create call task. Contact created via mobile app or web intake Lead Channel? mobile-app Rotate to mobile app specialist team web-form Rotate to standard web-lead pool web-chat Rotate to chat-qualified lead pool blank Rotate to standard web-lead pool + notify sales ops Set routed date, notify owner, create call 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 mobile app leads and web leads genuinely need different follow-up (different product context, a different onboarding flow, or a team specifically trained on the app).
  • Use it when the mobile app and the website use separate, distinct HubSpot forms or a distinct integration path, so the channel is knowable at intake without guessing from a browser string.
Read more on when to use itShow less

Skip it

  • Do not use it if a single form serves both channels identically embedded in the app's webview and the website; there is no reliable signal to branch on in that case, fix the intake separation first.
  • Do not use it expecting a native "device type" contact property; standard analytics device data exists at the page-view and session level, not as a persistent contact property.
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 · 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.

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

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