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JT29ASI
Member

Workflow to populate regions based on country

SOLVE

Hi,

I created 2 properties in the Company Object: Region and Country, which i both set to dropdown, and I pre-filled the Country with the HubSpot Country list (over 200 countries). 

Currently my flow is:
Trigger: Country is known. 
Branch on every country (>200!)
Action: Set the Region value based on country.

Is there an easier way to just pack each region's country all in one branch, rather than making a branch for each? 

I feel like i ran into into the solution before, but I cannot remember. It's something like i paste all the values that Country can be, that will auto-populate the Region. 

Thanks in advance

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to populate regions based on country

SOLVE

Hi @JT29ASI,

 

What exactly do you store in the region field, is it values like EMEA, LATAM etc? If so, the time saver here is the type of branch you choose.

 

Don't create a value equals branch but an AND/OR branch. In an AND/OR branch, you can filter for your country property and, for example, specify that contacts should enter that path if they have France, Germany, Spain, Norway, Sweden etc, then set the region to EMEA.

 

karstenkoehler_0-1740374020616.png

 

That way, you don't have 200 branches but only as many as you have regions.

 

If you want to speed this process up, you can even copy and paste countries from an Excel file into the country filter, using this semicolon approach described here: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow to populate regions based on country

SOLVE

Hi @JT29ASI,

 

What exactly do you store in the region field, is it values like EMEA, LATAM etc? If so, the time saver here is the type of branch you choose.

 

Don't create a value equals branch but an AND/OR branch. In an AND/OR branch, you can filter for your country property and, for example, specify that contacts should enter that path if they have France, Germany, Spain, Norway, Sweden etc, then set the region to EMEA.

 

karstenkoehler_0-1740374020616.png

 

That way, you don't have 200 branches but only as many as you have regions.

 

If you want to speed this process up, you can even copy and paste countries from an Excel file into the country filter, using this semicolon approach described here: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.