When speed matters, assigning deals or tickets to a missing rep can be a major misstep.

Smart Lead & Ticket Routing solves this with a new Round Robin action that works in HubSpot to generate a rotation of select users or teams, assign a specific user to a record, and skip unavailable users automatically.

Great for automating sales teams, customer service teams, or international teams.

Context Aware Round Robin

Our advanced Round Robin action assigns users to your records — while skipping users that aren't available in HubSpot. Supports Team mode (auto-syncs when team membership changes) and two assignment modes: Direct Update or Action Outputs (permissionless).

Skip unavailable users

Uses existing HubSpot information to determine who is ready for a lead — and who isn't. No extra configuration needed; it reads the settings you already have.

• Working hours — skip users outside their schedule; respects each user's local time zone
• Away status — automatically skips unavailable reps
• Out of office — reads holiday and vacation periods from HubSpot user settings
• Smart fallback — assign to a backup user or skip when no one's available

Availability information comes straight from HubSpot's working hours, out of office events, and availability status (Service Hub / Sales Hub may be required depending on the status).

See the docs for setup steps and configuration options.