How to Round Robin in HubSpot
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
- Go to create workflow
- Name workflow
- Trigger workflow with Form Submission
- Assignment- rotate contact to owner
- Check sales teams
- Review and publish
That’s it! Now you know how to rotate contact owners in HubSpot.
Thanks for watching and I hope that helped!
And just so you know, that was just a piece of Round Robin in HubSpot.
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