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With the HubSpot destination, the conversation is assigned using your CRM’s information. There are two methods available. HubSpot destination

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Assign to owner agent

Treble assigns the chat to the contact’s owner agent in HubSpot. When you select it, you also choose when that assignment happens. Assign to owner agent method
Treble immediately assigns the chat to the owner agent in HubSpot, even if they aren’t connected. It’s the fastest and most direct option.Assign immediately

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Assign to a team

Treble assigns the chat to a team instead of to a person, regardless of who the contact’s owner is. Assign to a team method With this method, Tags and Labels are required: they define the team that receives the conversation and how it’s classified. Team and labels configuration

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Wait before assigning chats

If you use HubSpot workflows to assign owners or tag properties, enable this option so Treble waits a few minutes before assigning. HubSpot workflows can take time to process. Without that wait, Treble could assign the conversation before HubSpot has defined the owner, and the chat would end up with the wrong agent.
We recommend between 2 and 5 minutes. That’s enough for most workflows, and you can adjust it based on their complexity.
This wait is configured per block, not globally. That way you can keep immediate attention in the flows where no workflows are involved and apply the wait only where you actually need it.

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Use cases it enables

  • Round robin distribution — use the contact rotation feature of HubSpot workflows.
  • Property-based assignment — assign based on industry, company size, or any custom property.
The wait doesn’t affect the customer’s experience: they can keep interacting with the chatbot normally while Treble waits to make the correct assignment.

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Next steps

HubSpot workflows

Configure HubSpot workflows to work with Treble.

API assignment

Let your own system decide which agent receives the chat.