Automate HubSpot Deal Routing by Region and Company Size
Automate 100% of HubSpot deal assignments, reducing manual lead distribution time by hours and ensuring every deal reaches the right sales rep instantly.
Manually assigning HubSpot deals based on complex criteria like region and company size is time-consuming and prone to errors. This workflow automatically retrieves unassigned HubSpot deals and intelligently routes them to the correct sales representatives based on predefined regional and company size rules, ensuring prompt and accurate lead distribution.
Documentation
Automated HubSpot Deal Assignment
This workflow streamlines your sales operations by automating the assignment of unassigned HubSpot deals. It intelligently routes deals to specific sales representatives based on criteria like geographical region and the associated company's size, ensuring optimal lead distribution and faster response times.
Key Features
- Automated scheduling for regular deal checks.
- Intelligent identification of unassigned HubSpot deals.
- Region-based deal routing (e.g., US, DE, custom regions).
- Company size-based assignment within regions for optimized sales coverage.
- Configurable sales representative assignment for various criteria.
- Reduces manual lead qualification and assignment efforts.
How It Works
The workflow triggers on a defined schedule, typically every two days, to fetch all current HubSpot deals. It then filters these deals to identify any that are missing a hubspot_owner_id. For each unassigned deal, it retrieves associated contact and company information, including the company's country and number of employees. Using this data, the workflow first determines the deal's region (US, DE, or other) and then further assigns the deal to a specific sales representative based on the company's size within that region. Finally, it updates the HubSpot deal with the assigned owner. Deals that do not match any specified regional or size-based criteria are routed to a general fallback assignee.