Pro Tip: Setting Up Round Robin Lead Assignment in HubSpot Without Sales Hub

Are you struggling to automate complex lead assignments in HubSpot without access to Sales Hub tools? While HubSpot natively offers functionality for round robin lead assignment, this feature requires a license for Sales Hub or Services Hub Professional. The team at Process Pro Consulting was able to find a creative solution using Marketing Hub’s automation capabilities to achieve similar results the native functionality offered within Sales Hub. Here's how we set up round robin lead assignment without Sales Hub.

The Problem

Our client needed an automated way to assign leads in a fair, round-robin manner. However, they only had access to HubSpot’s Marketing Hub, which lacks the Sales Hub’s built-in round-robin tools. The challenge was finding an alternative solution to distribute leads evenly without upgrading their subscription.

The Solution

To implement a true round-robin assignment in HubSpot’s Marketing Hub:

Use Random Distribution Percentages:

1. • HubSpot’s branching logic for workflows includes random percentage-based distribution. We tested this extensively with over 1,000 records and found that it achieved consistent, fair distribution among team members.

   Configure Workflow Branches:

   • Add multiple branches for lead distribution in the workflow. HubSpot automatically adjusts percentages as you add branches, ensuring an even split (e.g., 50%, 33%, 25%, etc.).

   Assign Contact Owners:

   • Follow the branching logic with the "Set Contact Owner" action to assign leads to specific HubSpot or Salesforce users. This ensures the assigned owner is updated in the record.

This setup provided the client with a reliable, automated lead assignment solution without needing Sales Hub tools. Need help with a similar problem? The Pros have your back! Contact us for a consultation to discuss any HubSpot problem you may have.