Lead assignment by ZIP code

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

One of our clients is assigning lead to salespeople according to the ZIP code of the lead.

is there a way to create a workflow to manage these assignments withour having to create over 8000 if/then rulls (for each ZIP code).

The ideal would be if we can upload somehow a batch of ZIP codes and assign each batch to a specific sales person.

If this is not possible in HubSpot, is there any external tool that we can integrate to manage these assignments?

Thanks

Ron

2

@Benvenisti if you create a list for regions based on ZIP codes, and included all values there, you could create a wrokflow that looks at list membership instead of individual ZIP codes. It’s still going to be a bit of a lift, as there isn’t a choice or ZIP code ranges, but you could certainly build a filter of multiple codes. That would be my first route.

3

Hi Dan, thanks so much for your quick respond.

I’m looking into the solution you proposed and I have one question.

while creating the list based on the filter - ZIP code is equal to any of …, is it possible to copy paste into the value field all the ZIP codes for a specific sales person?

each sales man may have hundreds of ZIP codes and there are over 30 sales people so inserting each code separately is quite impossible.

Thanks

Ron

4

Hi @Benvenisti,

If I may jump in here, yes, it is. I explained how here: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p/381499/highlight/true#M122895

Best regards!

5

Hey Ron. I believe you should be able to copy a list, separated by semicolons, should work, yes. If it’s all in a spreadsheet, you should be able to find + replace commas with semicolons. Hopefully that makes a little easier.

6

Thanks Karsten and Dan, we’ve just tried your suggestion and it works perfectly.

Problem resolved!

7

Check out my app ZipCode AutoFill! It autofills the city/state/county/country/timezone all from the 5-digit postal code and could be super useful here.