Integration
Hubspot
Distribute net new prospects amongst your sales team in HubSpot

Distribute net new prospects amongst your sales team in HubSpot

RevenueHero distributes meetings using three round-robin assignment methods:

Strict-Round Robin: Distributes meetings sequentially among sales reps in a fixed order, ensuring completely equal distribution with the meeting owner automatically updates as the contact owner.

Flexible Round-Robin: Pools all the availabilities of your sales team to provide as many slots as possible to your prospects, and based on the time slot chosen, ensures equitable distribution if multiple sales reps are available at the same time.

Weighted Round-Robin: Assigns meetings based on customizable rep capacity/quotas, with higher-weighted reps receiving proportionally more meetings.

This automated distribution eliminates manual contact routing, reduces response times, and maintains balanced workloads across your sales team while automatically updating meeting and contact ownership in HubSpot.

1. Go to RevenueHero > Inbound > Distribution Rules > Create New Rule

2. Set up a distribution rule based on your rules of engagement (segment. territory, region, any property you collect on your form).

3. Add your distribution rule to your router to distribute hand raisers who don't match any existing records amongst your sales team while keeping your rules of engagement intact.

Read more on creating distribution rules here.

Who can use this feature?
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