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.