Setup Guide

Setup Guide

This guide walks you through installing Smart Lead & Ticket Routing from the HubSpot Marketplace.

Prerequisites

  • A HubSpot account with admin access

Step 1: Find the App in the Marketplace

Navigate to the  Smart Lead & Ticket Routing listing  in the HubSpot App Marketplace.

Step 2: Click Install

Click the orange Install button on the left sidebar.

Step 3: Review Permissions

A modal will appear showing the permissions required by the app:
  • Manage and view your account settings
  • Workflows
  • Basic HubSpot account information

Step 4: Authorize the Connection

Review the permissions, check the box to agree to the terms and privacy policy, then click Connect app.

Step 5: Installation Complete

You'll see a confirmation that Smart Lead & Ticket Routing has been installed successfully.
Click Explore app overview to configure the app, or Close to finish.

Next Steps

Now that Smart Lead & Ticket Routing is installed, you can start using its workflow actions:
  • Round Robin Action - Context-aware round robin assignment that skips unavailable users