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I will fix hubspot and pipedrive lead routing and assignment errors
creative solutions lasting impressions
Hi, I'm Jessica Holly, a professional Graphics and Website Designer focused on creating modern, strategic, and visually engaging designs that help businesses build a strong online presence.
I design ...
About this Gig
Are leads reaching the wrong sales reps, staying unassigned, or getting routed inconsistently? Broken routing rules can delay follow up and leave your team unsure who owns each lead.
I troubleshoot lead routing and assignment in HubSpot and Pipedrive, then test the changes against your intended sales process.
I will help with:
- Diagnosing incorrect or failed lead assignments
- Configuring routing and ownership rules
- Setting conditions based on fields, territory, source, or team
- Correcting relevant workflow or automation logic
- Testing sample scenarios and documenting the changes
You'll receive a clear summary of what was adjusted and any limitations that need attention.
Each package covers one CRM platform; complex integrations, custom code, and cross platform projects require review before ordering.
Tell me what happens when a lead enters your CRM and what should happen instead. I'll help identify the right starting scope.
Software:
HubSpot
FAQ
What problem does your lead routing service solve?
I help businesses troubleshoot incorrect lead assignments, unassigned leads, broken routing rules, and inconsistent distribution between sales representatives in HubSpot and Pipedrive.
Can you help if I don't have an existing lead routing setup?
Yes. I can configure a new lead assignment structure based on your sales process, team members, routing conditions, and ownership requirements. Contact me first to confirm the scope.
Which CRM platforms do you support?
I support HubSpot and Pipedrive for lead routing, assignment configuration, and relevant workflow troubleshooting. Each package covers one platform unless otherwise agreed.
How do you fix leads being assigned to the wrong sales representatives?
I inspect your existing assignment rules, routing conditions, relevant CRM fields, and automation logic. I then identify the issue, implement the agreed correction, and test representative scenarios.
What can you configure or optimize?
I can configure lead assignment rules, conditional routing, lead ownership, sales representative distribution, and relevant automation workflows. The exact scope depends on your CRM subscription and existing configuration.
Can you work with existing integrations and automation tools?
I can troubleshoot supported existing workflows and compatible integrations within the agreed scope. Custom API development, complex third-party integrations, and cross-platform synchronization require an assessment before ordering.
