Weighted Lead Assignment in HubSpot

We’ve been working with a number of companies recently that have been interested in not just doing a standard round-robin or rotation of leads in HubSpot - but instead would like to have different percentages go to specific reps or teams.

For example: this makes it easy to continually send the majority (maybe 70%) of your leads to existing reps and only a few to the new reps that are getting ramped up.

At the moment this isn’t a native feature within HubSpot, but with a little bit of work via Zapier (you will need a paid plan) it is straightforward to accomplish.

The key is using the Code Action in Zapier to generate a random number between 1-10 that you sync back to a record - then use it for assignment. (You can also expand this beyond 1-10 if you need more flexibility than every 10 percent, but typically this should be enough.)

The code above is all you need within Zapier beyond a trigger in and out.

Then everything is handled within the HubSpot workflow and there is even a convenient wait feature that allows you to not worry about the timing of the trigger to and from Zapier. You can configure the workflow to pause until the Random Number field you setup is filled - then proceed with the assignment.

If you just want 10% to go to one rep - add a branch that if the Random Number is 1 then assign and so on for any combinations.

With this you should be able to handle any of the weighted lead assignments needed within HubSpot.

Need any help getting it setup? Feel free to contact us and we’d love to assist.