Smart Lead & Ticket Routing - Actions
This folder covers the workflow actions Smart Lead & Ticket Routing adds to HubSpot.
Choose an action
Section titled “Choose an action”| What you need | Action | Result |
|---|---|---|
| Choose the next eligible owner from a rotation | Round Robin Action | Returns a chosen owner for a later assignment step. |
| Check a person, team, or record owner’s current availability | Check Availability | Returns availability and supporting details immediately for workflow branches. |
| Pause until a person meets your availability conditions | Wait Until Available | Waits for selected users, team members, or the record’s current owner, then returns an available, timed-out, or failed outcome. |
Round Robin Action
Section titled “Round Robin Action”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 guide for setup, settings, availability rules, and the FAQ that covers the differences from Rotate Owner.
Check Availability
Section titled “Check Availability”Check Availability checks one person, one team, or an owner property from the enrolled record. It reports HubSpot’s current Available/Away status and returns separate out-of-office and working-hours details. Use its outputs to continue, branch to a fallback, or start a wait. It checks once and does not assign an owner.
Wait Until Available
Section titled “Wait Until Available”Wait Until Available pauses until one person meets all or any of your selected conditions: accepting work, not out of office, and inside working hours. It supports selected users, teams, or an owner property that is read again on every check. Configure a maximum wait and branch on available, timed_out, or failed when the workflow resumes.
When to use it
Section titled “When to use it”Use Smart Lead & Ticket Routing when the assignment needs to respect who is actually available. If you only need to rotate across a fixed owner list, HubSpot’s native Rotate Owner may be enough. If reps go out of office, teams span time zones, or tickets need fallback handling, use the Round Robin Action and then write the returned owner to the record in the next HubSpot step.
Related
Section titled “Related”- Smart Lead & Ticket Routing on daeda.tech - product page and install path.
- HubSpot round robin routing alternative - decision page for native vs Smart Routing.
- Round Robin Action - full configuration reference.