How do I automatically assign leads to people?
Route incoming leads to the right person automatically — based on postal codes, field values, workload, and more. No manual sorting needed.
TL;DR
Go to Campaign Settings → Assignees. Each user gets their own assignment rules (positive/negative lists, field conditions). Higher weight = higher priority. Add a fallback user for cases where no rules match. Booking forms can also assign the booked resource directly to the lead.
Get started in 4 steps
Go to Campaign Settings → Assignees. Each active user in the campaign can have individual assignment rules.
Click a user and add a Positive list — for example postal code ranges (e.g. 1000–2000) or specific field values. Only leads matching these criteria are routed to this person.
Set an assignment weight. When multiple users match, the one with the highest weight is assigned. Weight 0 = not assignable. You can also set weights dynamically (e.g. 0 on Mondays, or 0 after 10 leads in a week).
Enable "Assign this person when no other people are matched" on one user to act as fallback if no rules match.
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Positive and negative lists
Positive list: Leads must match at least one entry to be eligible. Supports individual values, semicolon-separated lists, ranges (e.g. 3000–4000), and newline-separated entries.
Negative list: Leads are excluded from this user even if they match the positive list. Useful for blocked regions, premium accounts handled by another person, or special-case leads.
Advanced filter options
Beyond postal codes, you can filter by: status, assigned person, field values, email activity, web page visits, automation history, calendar availability, and custom logic.
Dynamic weight example — not assignable on Mondays:
@if(hh-date.format input="now" output="N" == 1){0}@endif
Limit to 10 leads per week:
@if(hh-data.leads.count filter-assignee="id=3252" filter-assignee="set_at>now -7 days" > 10){0}@endif
Assign from booking forms and calendar
- Booking form: enable "Assign booked person to lead" — the calendar resource chosen in the booking becomes the assigned person.
- Calendar sync: enable "Sync assigned person to calendar resource" under Calendar → Settings → Calendar View — dragging an event from resource A to B updates the lead assignment automatically.
Automation fallback assignment
If a lead is still unassigned after a set time, use an automation as fallback:
Trigger: Lead created (delay 60 minutes) Condition: assigned_person is empty Action: set assigned_person = [user]
Common searches
auto assign lead • assignee rules • postal code routing • assignment weight • lead distribution • fallback assignee
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