If you have Service Hub Enterprise, this is YOUR issue.
SPOTTER | Your Hubspot Helper
📢 Announcement
New Workflow Action: Rotate Record Based on Skills
As far as 2026 product updates go, this workflow action is probably not the biggest or most impressive. But it solves an issue that myself and other’s have been dealing with in various janky ways for years.
Here is the situation:
Relatively large service team
Multi Lingual
Different Skills
How do you match tickets to the right reps for the right situation?
Well, before you would have to create a structure within the ticket’s properties, the user properties, and then you would have to assign to specific reps (bad for turnover and new hires) or you would have to build hyper-specific sub-teams so each situation had a team to round robin (bad infrastructure).
Now, using the existing skill features and properties that live on user records, you can create the criteria based on the ticket, and rotate using a “Match based on” dropdown which let’s you pick “User has all of the selected skills” or “User has any of the selected skills” then you add skills to a multi select beneath it.

For a long time, this was a specific and particularly hard problem to solve. Now, you can handle very complex routing with relatively little setup.
For anything more complex than that, I would recommend trying Distributely.

✅ Tip
Quick fix for a common HubSpot headache.
Control Everyone’s Notifications with Account Default Notification Profiles
This one is for enterprise only, but applies to any hub really.
If you’ve been using HubSpot for the past few years, you may have noticed that the notification setting screen has BALLOONED in Size.
4 checkboxes per row. One per channel (email, bell icon, browser, banner).
How many rows? Well there are 49 sections, and each one opens up to 2-5 rows. I am not going to count that. Lets call it 15-250 separate rows.
There are some bulk options, but if you wanted to manually turn all notifications on, it would be 1000 or more clicks. That is insane.

Even more insane? Setting it up for reps in a way those reps and leadership agree on.
You can walk people through it, sure. I myself have made many a loom that instructs people on how to use these settings, and sets out guidelines for best practices for their role.
But sometimes it’s too many reps, and getting them to add the notifications they are meant to have is like herding cats. That’s when you use default Notification profiles.
These allow you to set up one or multiple configurations of the notifications panel, and apply it to users in the account.
It’s not a flashy or sexy feature. But it is out here saving admins and customer-facing teams huge amounts of time.

👋 Need a Spot?

Want help cleaning up your HubSpot portal or setting up something smarter?
Let’s talk about what hands-on help could look like for your team.


