External Sales Rep Lookup by zip codeSOLVE
Jun 30, 2017 12:13 PM
Not sure where this question truly belongs, so I'll start here. I'd like to be able to have someone fill out a HubSpot form with their zip code, and then match that to a HubSpot owner. I know a workflow can do this, but in this instance I"m trying to match against 200+ owners, so it's a lot better if I can match against a spreadsheet or database.
So ideally, the flow would be
- fill out HS form (with zip code)
- some sort of lookup to find their HS owner/territory rep
- (optional) Set the HS Owner
- on the next page show the information of who their rep is
Any thoughts on the best way to accomplish this? I've played around with sheetrock before and been able to do similar stuff. Not sure if you can use HubDB to personalize at all or set properties within HubSpot.
Solved! Go to Solution.
Jun 30, 2017 12:50 PM
I was looking to do assignment based on zip code as well. Inputting the zip codes in the list or workflow criteria can be super labor intensive, so I ruled that out. Also, the browser kept looking up when there were to many zip codes.
I am looking to use Zapier to do the heavy lifting. While I haven't got it setup just yet, my plan is to use Google sheets to store the zipcodes/owner data and Zapier to set the owner. Zapier would look up the contact's zipcode in the Google sheet, return the Hubspot Owner ID for that zipcode and then set the Owner in Hubspot. Below is a screenshot of the Zapier workflow I'm working on.
The Hubspot list criteria is:
Hubspot Owner is unknown and Zipcode is known.
The Google sheet is:
|Zipcode||Hubspot Owner Name||Hubspot Owner ID|
Jul 5, 2017 6:34 PM
Yep, using smart content wouldn't work as the list processing doesn't happen before the thank you page loads. I've used HUBL with contact properties to personalize thank you pages and that works as it's not dependent on lists. However, it only works for properties that are collected during the form submission or already set prior to the form submission.