Set your conversations routing rules

🔗 HubSpot KB Bridge: Set your conversations routing rules

💡 Core Capability

By default, incoming conversations are left unassigned in your inbox for your team to triage. In this article, learn how to set routing rules so that incoming conversations are automatically routed to specific users and teams in your account.

🛠️ Key Operations & Headings Outline

• Manually assign conversations
• Automatically assign conversations
  • Set up automatic conversation assignment for team email channels
  • Set up automatic conversation assignment for form channels
  • Set up automatic conversation assignment for chatflow channels
  • Set up automatic conversation assignment for calling channels
    • Related content

📋 Subscription Availability

• All products and plans

🔗 WayCup Operations & Workspace Context

• Active Projects & Client Notes:
  • drag-to-hubspot-blueprint
  • ftf_clg_category_mapping
  • Triage and Discovery Prep
  • HubSpot Native Workflows
  • clg_delivery_blueprint
• WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.

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TIP

Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot