Setup Guide -

Round Robin Lead Assignment Setup Guide

Account Set Up

  • Click here to create your account
  • Choose an email address that is associated with the HubSpot account you plan to connect with Round Robin Lead Assignment
  • Once you register, you will be redirected to the billing page

Connect Round Robin Lead Assignment to HubSpot

  • As the Billing details are updated you will be redirected to a page to install the app into hubspot

Teams

  • On the team dashboard, you will see all active teams
  • Create a team by clicking on the ‘create’ button on the top right corner

Create Team

After clicking on ‘create’, you will need to do the below actions:

  • Name the team under ‘Team Name’
  • Select the team members from the list at the left
  • Choose the type of the team between ‘Round Robin’ or ‘Weighted Round Robin’ 

Time Off

Time off allows you to pause an agent from the object assignment over a set period of days without changing their active status. This is useful when an agent is on a vacation or taking time off for some reason.

  • Click on Users (Apply Leaves) in the top center
  • Click on ‘Edit’ in front of the rep you wish to pause from rotation
  • Select the date that you wish to pause the agent from being assigned objects from Round Robin Lead Assignment
  • Select the date that you wish the time off period to end, making the agent available to receive objects again.

Adding Round Robin Lead Assignment to a Workflow in HubSpot

RRLA will show up as a workflow action in HubSpot

  • Navigate to Workflows in HubSpot
  • Create a new workflow or select an existing workflow
  • Click on the “+” icon to add a new action at the desired location within the workflow
  • Scroll down to the action labeled “Round Robin Lead Assignment” or search for “Round Robin Lead Assignment” in the search bar in the “Choose an Action” window
  • Select a team
  • Click the Save button

 

You are all set. You may start to use Contact Assignment.