HubSpot can do a round robin without code. You can even make it respect who is available.
The trick is a simple property and a smart list.
Setup steps
- Create a user property named Available (Yes/No).
- Build an active list for your team where Available = Yes.
- In your lead workflow, use Rotate leads between users and feed it the list.
- Add a branch for when the list is empty. Send leads to a manager or shared inbox.
How teams use it
- Reps update availability through a short internal form.
- Send a morning reminder email or Slack ping with the link.
- This keeps the assignment fair and fast.
When to use Zapier or Make
- If you want calendar-driven rules, connect Google/Outlook with Zapier or Make.
- Map an “Available” event to flip the property.
- Keep the no-code round robin inside HubSpot.
FAQs
Q: Can HubSpot read my calendar?
A: Not natively. Use Zapier/Make for that.
Q: What if no one is available?
A: Use a fallback branch to assign to a manager.
Q: Does this work with part-timers?
A: Yes. Only those marked Available get leads.