Automatically assign new HubSpot deals to your sales team

Checks HubSpot every 10 minutes and automatically hands each unassigned deal to the next rep in rotation.

How the work actually flows

A straight line. Runs once per each unassigned deal.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["every 10 minute check"]):::trigtime s0["check for new deals"]:::svc s1["find unassigned deals"]:::task s2["pick next rep in rotation"]:::task s3[["assign deal to rep"]]:::mi trig --> s0 s0 --> s1 s1 --> s2 s2 -->|"one per each unassigned deal"| s3 out[/"deals assigned within minutes"/]:::out pay{{"faster fairer lead distribution"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales Pipeline
Connects
HubSpot

The problem it solves

New leads come into HubSpot and sit unassigned until someone remembers to hand them out. That delay slows down your follow-up, and without a clear system, your reps end up with an uneven number of deals.

Who it fits

Sales teams or customer success groups using HubSpot who want new deals distributed fairly and fast.

How it works

  1. On a regular schedule, the system checks HubSpot for new deals
  2. It finds any deal that doesn't have an owner yet
  3. It picks the next team member in the rotation
  4. The deal is assigned to that person in HubSpot automatically
What you get

Deals assigned before a lead cools off

New deals in HubSpot go straight to the next rep in line, so no lead sits unclaimed on your desk and every rep on your team gets a fair share.

What you get

Every new deal assigned to a team member within minutes, with an even workload across the team.

What you need

A HubSpot account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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