Home > How do I assign an agent to new lead in HubSpot?

Categories:


(Last Updated On: June 22, 2017)
To assign an agent to the new lead in HubSpot after the first chat, follow the steps below:
  1. Make sure you have the HubSpot integration configured within your Admin Dashboard “Integrations” tab (under Settings):agent_mappings_1
  2. Go to your “Agent Settings” tab and click on “Edit” next to the agent. You will see modal window with the agent’s details:add_mappings_2

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:

add_mappings_3

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:

add_mappings_4

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.

Did you find this article helpful?

Not HelpfulNeeds WorkSo-soHelpfulVery Helpful (3 votes, average: 4.00 out of 5)
Loading ... Loading ...

Published August 17, 2016