Actions

This folder covers the workflow actions Smart Lead & Ticket Routing adds to HubSpot.

Round Robin Action is the headline action. It picks the next eligible owner from a defined pool, skipping users who are unavailable based on the availability rules you configure (out-of-office, working hours, etc.). Unlike HubSpot’s native Rotate Owner, it returns the chosen owner as an output instead of writing it directly to the record — so you stay in control of when and how the assignment happens.

See the Round Robin Action page in the sidebar for setup, settings, availability rules, and the FAQ that covers the differences from Rotate Owner.