Home > How do I assign an agent to new lead in HubSpot?
Categories: Integrations & Plugins
(Last Updated On: August 3, 2021)
The purpose of this article is to provide a comprehensive overview of how to assign an agent to new lead in HubSpot.
- Make sure you have the HubSpot integration configured within your Admin Dashboard “Integrations” tab (under Settings):￼
- Go to your “Agent Settings” tab and click on “Edit” next to the agent. You will see modal window with the agent’s details:
3. In the “Agent HubSpot account” field, you can enter the agent’s name (from your HubSpot account owner’s list). As you begin typing, a dropdown menu will appear, so you can easily select the agent’s corresponding HubSpot account.
After a chat, a new lead’s contact will contain the assigned agent’s name in the “HubSpot Owner” field of the lead’s contact properties:
If the assigned agent’s account is inactive but exists on the agent mappings, the “HubSpot Owner” field will contain a reference on the deactivated agent:
Important: An agent will only be assigned to a lead in HubSpot after the first chat, if no previous HubSpot owner exists. For all future chat activity with a particular contact, the “HubSpot Owner” field will not be overwritten.
Published August 17, 2016