How to Rotate Contact Owners in HubSpot

 

Here are the steps to Rotate Contact Owners in HubSpot:

This is how to set up a contact rotation within a workflow (aka Round Robin). You would use this if you have multiple sales reps on a team or if you want to divvy out contacts when you upload a new list. 

1. Access workflows by clicking Workflows at the top of the HubSpot page > Create workflow to create a Start from scratch, Contact-based workflow. 
   •  Name your workflow, and click Next.
2. Click Set up triggers by choosing a Filter type – You can use a List that’s uploaded, a Form submission, or Behavior based triggers if there are contacts that already exist (for our example, we used Form submission). Customize the trigger by filling out all the necessary fields for that trigger type. 
   • When you have filled in the necessary information, click Apply filter > Save. 
3. Make a new action by clicking the + icon below the enrollment trigger content box. 
4. Next, we want to rotate that Contact between our sales reps to make sure that they have ownership and our Sales are notified.
   • Scroll through the list of options. Select Rotate record to owner under Assignment > Contact owner under HubSpot user property. Leave the box empty if the contract already has an owner and you don’t want to change ownership. 
   • Select whether you want to Rotate between a Specific person or between a Specific team, specify your selection by checking its box in the dropdown menu, and click Save.
5.  From there you can create a normal workflow.
6. Once you are finished with it, press Review and publish. Hit Workflow is OFF toggle to switch your workflow to Live.
7. Enrollment is something you may want to consider if you know that contacts may be filling out forms multiple times and you do want to rotate those contacts multiple times. Make sure you Allow contacts who meet that trigger to re-enroll. If you don’t want them to re-enroll and they already have a contact owner, then you don’t have to worry about that.

 

 That’s it! Now you know how to Rotate Contact Owners in HubSpot!

 

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