High-five for all those leads you're generating! Now, let's make sure none of them slip through the cracks. HubSpot's lead assignment workflows are like a well-trained sorting hat, automatically routing leads to the right reps so you can focus on closing deals.
Think of these workflows as your trusty sidekick, matching the right leads with the right sales reps faster than you can say "closed-won." So, grab your superhero cape (or just your laptop) and let's dive into how to automate this matchmaking magic.
Why Automated Lead Assignment is Your Sales Team's Secret Weapon
Imagine your sales team as a group of hungry predators, and those leads are juicy steaks. You wouldn't just throw the steaks into the air and hope they land in the right mouths, would you?
That's where lead assignment workflows come in. They ensure:
- Leads Get Fed FAST: The quicker you assign leads to your reps, the faster they can pounce (professionally, of course) and start building relationships. No more leads getting cold and forgotten in the inbox abyss.
- Everyone Gets a Fair Share: No more playing favorites or relying on gut feelings. With automated assignment, you can distribute leads evenly or based on specific criteria. It's like a perfectly balanced ecosystem, but for your sales team.
- Data Drives Decisions: HubSpot's smarts let you assign leads based on all sorts of juicy details – like lead source, industry, company size, or even how engaged they are with your content. It's like having a sales genie who knows exactly who to pair with whom.
Create Your Lead Assignment Workflow: A 3-Step Recipe for Success
- Choose Your HubSpot Plan: Good news! Basic lead assignment workflows are available in all HubSpot paid plans. However, more advanced features like lead scoring require an upgrade.
- Set Up Your Workflow: Head to Automation > Workflows and click "Create workflow." Choose "Start from scratch" and select "Contact-based."
- Define Your Criteria and Actions:
- Enrollment Triggers: Choose what makes a lead eligible for assignment. This could be form submission, lead source, page views, or any other data point you track in HubSpot.
- Assignment Actions Now for the fun part! You can:
-
-
- Rotate leads evenly among your sales reps.
- Assign to owner based on specific criteria (e.g., territory, industry, deal size).
- Use a combination of both for maximum flexibility.
HubSpot Lead Assignment: Which Plan is Right for You?
| Feature |
HubSpot Starter |
HubSpot Professional |
HubSpot Enterprise |
| Basic Lead Assignment Workflows |
✅ |
✅ |
✅ |
| Lead Rotation |
✅ |
✅ |
✅ |
| Assign to Owner |
✅ |
✅ |
✅ |
| Lead Scoring |
❌ |
✅ |
✅ |
| Advanced Lead Rotation Rules |
❌ |
✅ |
✅ |
| Custom Lead Scoring Properties |
❌ |
✅ |
✅ |
| Predictive Lead Scoring |
❌ |
❌ |
✅ |
Need Help Making the Perfect Match?
Feeling a bit overwhelmed? Don't fret! Our team of HubSpot experts can help you create and optimize your lead assignment workflows, no matter which HubSpot plan you're on. We'll even help you decide if upgrading to a higher tier is the right move for your business. Book a free consultation today, and let's get those leads matched up!
