Setup Guide
Connect your CRM, pick a routing algorithm, and invite your reps. You can be routing leads in under 3 minutes.
Register
Create your account
Connect
Link HubSpot portal
Configure
Set up your teams
Go Live
Start automating
Create your account
Visit the registration page and create your account with an email tied to your HubSpot portal. No credit card required. You get a 30-day free trial to explore all features.
- ✓ Takes under 2 minutes
- ✓ No credit card for trial
- ✓ 30-day free trial
Create your account
Get started with a free 30-day trial
No credit card required
Connect your HubSpot portal
Authorize MASA to access your HubSpot account
- ✓ Read and write contacts
- ✓ Access workflows
- ✓ View contact owner properties
Connect your HubSpot portal
Authorize MASA to access your HubSpot account. We request permissions to read and write contacts, access workflows, and view owner properties. Your data stays secure.
- ✓ One-click authorization
- ✓ Instant sync with portal
- ✓ Secure OAuth connection
Create your first team
Set up a team by choosing a name, selecting team members from your portal, and choosing a routing method. Round Robin distributes leads equally. Weighted Round Robin lets you customize distribution percentages.
- ✓ Add multiple reps
- ✓ Choose routing algorithm
- ✓ Set weights (optional)
Create team
Set up a new round-robin team
⚡ Top performers automatically get more leads
Set weights and capacity
Fine-tune your team's assignment distribution. Use weights to give top performers more leads, and set daily capacity caps per rep to prevent overload. Weighted algorithms let you reward experience and output.
- ✓ Custom weight percentages
- ✓ Daily capacity limits
- ✓ Real-time availability tracking
Handle time off
Mark reps as on leave during vacations, sick days, or training. MASA skips them during those dates and auto-reactivates them when they return. No need to manually toggle availability.
- ✓ Set leave dates
- ✓ Auto-reactivates after
- ✓ No manual re-enabling
Add leave
Schedule leave for your team
When a new contact enters the workflow, if an owner is already assigned, follow the left path. If not, the Lead Rotation action assigns to your team based on the selected algorithm.
Route inside HubSpot workflows
Add a Lead Rotation action to your HubSpot workflows. When a new contact enters, if no owner is set, MASA automatically assigns to your configured team using your chosen algorithm. Conditional branching lets you route differently based on contact data.
- ✓ Drag-and-drop action into workflows
- ✓ Conditional branching
- ✓ Overwrite owner option
You're live
Your workflows are now routing leads automatically. Monitor the dashboard to watch assignments in real time, review metrics, and adjust team weights or capacity as needed. Check activity logs to audit all assignments.
- ✓ Real-time lead tracking
- ✓ Performance metrics
- ✓ Full audit trail
Need Help?
Our support team is here to help you get the most out of MASA. Whether you need technical assistance or strategic guidance, we're just a message away.