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Smart Lead & Ticket Routing - 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 1 - Marketplace Page

Step 2: Click Install

Section titled “Step 2: Click Install”

Click the orange Install button on the left sidebar.

Step 2 - Click Install

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 3 - OAuth Connect

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 4 - Click Connect

Step 5: Installation Complete

Section titled “Step 5: Installation Complete”

You’ll see a confirmation that Smart Lead & Ticket Routing has been installed successfully.

Step 5 - Complete

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
  • Check Availability - Check a person, team, or record owner’s current status and branch on the result
  • Wait Until Available - Pause for selected users, team members, or the current record owner, with a maximum wait and outcome branches

Use the Actions overview to choose the right action. Each guide includes configuration steps and explains how to use its outputs in the next workflow step.

Section titled “Related”