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HubLab·Episode 1·Live Session

Live Build: Lead Routing from Scratch

Building a routing system on air, start to finish

Jan 31, 2026·1:00:00·Daniel Rodriguez, Marie Hanner, Paul Maxwell

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About this episode

In this live session, Paul and Buzco build a complete lead routing setup in HubSpot from an empty portal, narrating every decision, dead end, and fix as it happens.

Key ideas

  • 01Frame routing requirements before touching the tool
  • 02Assignment rules should be explicit and testable
  • 03Handle edge cases as first-class, not afterthoughts
  • 04Always test routing with real sample leads before going live

Show notes

What we covered

No slides, no edits, just a live build. Paul and Buzco start from an empty HubSpot portal and construct a working lead routing system end to end, thinking out loud through every tradeoff and correcting mistakes in real time.

In this episode

  • Framing the routing requirements before touching the tool
  • Setting up the properties and rules that drive assignment
  • Building the routing workflow live
  • Handling the edge cases as they surface
  • Testing the whole thing with sample leads

Links & resources

  • Sample routing rules used in the build
  • HubSpot workflow documentation
  • HubLab live session archive

Timestamps

Chapters

  1. —Framing the requirements
  2. 10:00Properties and rules
  3. 25:00Building the workflow
  4. 40:00Edge cases live
  5. 51:40Testing with sample leads

Quotable

“Frame the routing on paper first. The tool is the easy part.”

— Paul Maxwell

Mentioned

  • HubSpot
  • Zapier

Related links

  • HubSpot workflows documentation

Hosts

  • DR
    Daniel Rodriguez

    Host

    RevOps Director, RevOps HQ

  • MH
    Marie Hanner

    Host

    HubSpot Specialist, RevOps HQ

  • PM
    Paul Maxwell

    Host

    CEO, RevOps HQ

Topics

  • Automation
  • Business Process Design
  • HubSpot

Subscribe to HubLab

  • YouTube

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