April 29, 2024

How do I automate the assignment of leads to specific sales team members in Hubspot?

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Step 1: Log into Your HubSpot Dashboard

  • Go to the HubSpot login page.
  • Enter your email and password to sign in.

Step 2: Navigate to Automation Tools

  • On the main navigation bar, hover over the "Automation" option.
  • Select "Workflows" from the dropdown menu.

Step 3: Create a New Workflow

  • Click on the "Create workflow" button.
  • Opt for "Contact-based" when prompted.

Step 4: Name Your Workflow

  • Provide a descriptive name for your workflow, something like "Lead Assignment to Sales Team."

Step 5: Define a Trigger

  • Click on "Set up trigger" and select your desired criteria. This could be based on a form submission, a page view, or any other lead qualification metric.

Step 6: Click the "+" Icon to Add an Action

  • After setting your trigger, you'll have an option to add an action.
  • Click the "+" icon beneath the trigger.

Step 7: Assign Lead Rotation

  • From the action options, choose "Rotate leads."
  • This feature will ensure the automatic distribution of leads to designated sales team members.

Step 8: Select Sales Team Members

  • Choose the team members who should receive these leads. You can do this individually or by selecting a team.
  • Decide on the rotation type:
  • "Evenly" (leads are distributed equally) or
  • "In order" (based on a pre-defined sequence).

Step 9: Configure Notification Settings (Optional)

  • If you wish to notify team members when a lead is assigned, choose the "Send notification email" option.

Step 10: Add Additional Actions (if needed)

  • Depending on your process, you might want to:
  • Add the lead to a specific list.
  • Enroll the lead in a nurturing email sequence.
  • Update a contact property value.
  • Use the "+" icon again to add these actions.

Step 11: Review the Workflow

  • Go over the trigger and actions to ensure everything is set up correctly.
  • Make any necessary adjustments.

Step 12: Turn on the Workflow

  • Once satisfied with the setup, click on the "Review" tab at the top.
  • After reviewing, click on the "Turn on" button.

Step 13: Monitor and Adjust as Necessary

  • Periodically review the workflow to ensure leads are being assigned correctly.
  • Make any adjustments based on feedback from the sales team or changes in your lead distribution strategy.