With HubSpot’s workflow automation, you can auto-assign leads based on their specific queries, ensuring faster responses, better lead experience, and improved team efficiency.
Step 1: Create a Lead Property
Go to Settings in your HubSpot account.
Navigate to Properties.
Click Create Property and set:
Group: Lead Information
Label: Technical Query Detected
Field Type: Dropdown Select
Add options for services your company offers (e.g., HubSpot Dev, WordPress Dev, Shopify Dev, HubSpot Integration).
Click Save.
Step 2: Create a Lead-Based Workflow
Go to Automation → Workflows.
Click Create Workflow → From Scratch.
Select Lead-Based Workflow and click Next.
Step 3: Set Enrollment Criteria
Click Set Enrollment Trigger.
Select Lead as the object. Choose Technical Query Detected as the property.
Set “is any of” and select all available technical queries.
Click Save.
Step 4: Add a Branch for Each Query
Click the + button to add an action.
Choose Branch → One property or action output.
Select Technical Query Detected. Enable "Create a separate branch for each value in this property".
Click Save.
Step 5: Assign Leads Based on Query Type
For each branch:
Click + → Communication → Internal Communication.
Choose Assign to User or Assign to Team. Assign the lead to the appropriate team member or team lead.
Click Save.
Step 6: Test and Activate Workflow
Click Test Workflow to check if leads are assigned correctly.
If all tests pass, Turn On the workflow.
Now, leads will automatically be assigned to the right team member based on their technical query. 🚀
