How to differentiate two different locations for the same brand in Hubspot

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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Hi @portertjp,

Which subscription level are you working with? It looks like you’re on a Starter subscription.

In its most basic form, I’d do the following:

  1. Create a dropdown contact property with values for location 1 and location 2.
  2. For forms for location 1, add a hidden field to pass the value for location 1, and similar for location 2: Pass contact property values with hidden form fields
  3. Create lists and filtered views based on these two properties - then share these with the teams that run the sequences

This enables you to do more helpful things, depending on whether you have workflows at your disposal:

  • Create workflows that enroll contacts based on the custom property and assign contact ownership - which can determine which users or teams can see contacts. This can be used to make sure that the team for location 1 only sees location 1 contacts.
  • Use the custom property in imports to directly ‘assign’ contacts to a location.
  • Filter for contacts who have submitted forms corresponding to a specific location, then bulk edit these existing contacts to backfill the custom property: Bulk edit records

Let me know if you have any follow-up questions!