How to Round Robin in HubSpot

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Written by

Adrienne Huss

Created on

April 6, 2022

How to Round Robin (Rotate Contact Owner) in HubSpot

How to setup a contact rotation or round robin in HubSpot.

Some people call contact rotation a “round robin” to distribute leads evenly for anyone that needs to work them.

You’d want to do this if:

  • You have multiple sales reps on a team
  • You want to divide contacts when you upload a new list

How to:

  1. Go to create workflow
  2. Name workflow
  3. Trigger workflow with Form Submission
  4. Assignment- rotate contact to owner
  5. Check sales teams
  6. Review and publish

Done!

 

That’s it! Now you know how to rotate contact owners in HubSpot.

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