ServiceBell: Route Ad Campaign Visitors to The Perfect Rep

  1. 1. Click on the "Automations" tab on the left sidebar.

    Click on the "Automations" tab on the left sidebar.

  2. 2. Click "Routing rules"

    Click "Routing rules"

  3. 3. Create a new routing rule

    Create a new routing rule

  4. 4. Name it something like: "Route Ad Campaign Visitors to The Perfect Rep" — and click create

    Name it something like: "Route Ad Campaign Visitors to The Perfect Rep" — and click create

  5. 5. Click "URL"

    Click "URL"

  6. 6. Change it to "Segments"

    Change it to "Segments"

  7. 7. Select the visitor segment "Ad Campaign Visitors"

    Follow this tutorial if you haven't created this segment yet.

    Select the visitor segment "Ad Campaign Visitors"

  8. 8. Toggle "Route to HubSpot record owners"

    Toggle "Route to HubSpot record owners"

  9. 9. Select "Contact Owner" under the "Contacts" section

    Select "Contact Owner" under the "Contacts" section

  10. 10. Select "Company Owner" & "Deal Owner" under the "Company" section.

    Select "Company Owner" & "Deal Owner" under the "Company" section.

  11. 11. Toggle "Selected agents"

    Toggle "Selected agents"

  12. 12. Select the user group for your sales reps

    Follow this tutorial if you haven't created this user group.

    Select the user group for your sales reps

  13. 13. Click "Save"

    Click "Save"

  14. 14. Click "Draft" to toggle it's status to "Active"

    Click "Draft" to toggle it's status to "Active"