Smart Lead & Ticket Routing - Setup Guide
Setup Guide
Section titled “Setup Guide”This guide walks you through installing Smart Lead & Ticket Routing from the HubSpot Marketplace.
Prerequisites
Section titled “Prerequisites”- A HubSpot account with admin access
Step 1: Find the App in the Marketplace
Section titled “Step 1: Find the App in the Marketplace”Navigate to the Smart Lead & Ticket Routing listing in the HubSpot App Marketplace.
Step 2: Click Install
Section titled “Step 2: Click Install”Click the orange Install button on the left sidebar.
Step 3: Review Permissions
Section titled “Step 3: Review Permissions”A modal will appear showing the permissions required by the app:
- Manage and view your account settings
- Workflows
- Basic HubSpot account information
Step 4: Authorize the Connection
Section titled “Step 4: Authorize the Connection”Review the permissions, check the box to agree to the terms and privacy policy, then click Connect app.
Step 5: Installation Complete
Section titled “Step 5: Installation Complete”You’ll see a confirmation that Smart Lead & Ticket Routing has been installed successfully.
Click Explore app overview to configure the app, or Close to finish.
Next Steps
Section titled “Next Steps”Now that Smart Lead & Ticket Routing is installed, you can start using its workflow actions:
- Round Robin Action - Context-aware round robin assignment that skips unavailable users