Guide - Out of Office Workflows

Create a HubSpot workflow, then go to the Out of Office Workflows app (under Integrated Apps) and select the Round Robin Assignment action.

Use this 4-step process to set up smart assignments directly inside your HubSpot workflow:

1. Select the team

Pick which HubSpot team(s) to pull users from.

2. Select users from the team

Choose individual users from that team to include in the rotation.

3. Choose a property to watch

Define how availability is checked:

  • Use real-time signals like Is Available, Out of Office, or Working Hours.
  • Only users who match your chosen availability condition will be considered.

4. Select fallback behavior

If no users match your condition, you control what happens:

  • Return nothing
  • Return a specific fallback user
  • Fail the action