Weighted Round Robin: Automate Contact Owner Assignment in HubSpot

Weighted Round Robin is an all-in-one solution that automates contact owner assignment in HubSpot. It simplifies lead distribution and enhances workflow efficiency.

Whether you need to assign more leads to experienced team members or distribute workload evenly across your sales team, Weighted Round Robin has got you covered.

For example, you can set up your lead distribution so that your senior sales rep receives 10 leads, while a junior rep receives 5. The app will automatically assign new contacts to owners based on these weights, ensuring a fair and efficient distribution.

How to Integrate HubSpot With Weighted Round Robin

To integrate this powerful tool seamlessly, follow the simple steps below and empower your HubSpot experience with normalized and streamlined data representation.

Step 1: Log into your HubSpot account that you want to connect with the app.

Step 2: Click on the ‘Connect App’ button to establish the connection.

Step 3: Go to the connected apps and select the Weighted Round Robin app and Navigate to the settings of the app.

Step 4: Select the owners from the dropdown available and select the number of leads that you want to assign them.

Step 5: Now you can create a Workflow from the option provided, which is :

1. On List Membership : The workflow will be created on the selected list membership.

And VOILA! Your HubSpot integration has been installed. The app will automatically assign new contacts to owners based on your saved settings. Whenever a new contact is created in HubSpot, the app will update the owner field according to your specified round-robin weights.