Hubspot Implementation Question

Smart CRM & Sales Hub CRM
1

We are implementing HubSpot and I’ve been brought in late in implementation. I’ve learned that in order to show proper sales data records in HubSpot, it was decided to import all sales from our accounting system as a Deal - Closed-Won. As a result, my task of creating SOPs for lead/opportunity management is proviing difficult. I can’t use Deals, because if I do, each deal my team closes-won will record in HubSpot, then go in as an order and be imported into HubSpot, falsey doubling up the value of the sale.

Our customer service team oversees any webforms or live chats that come in. They distribute leads to sales based on the geographic regions they are resposible for. What is the best way for them to distribute the leads via HubSpot?

2

Hi @GMonette,

Thanks for reaching out to the Community!

You could potentially utilize a workflow to assign the leads. How would the region property be populated? Are the leads entering the system through form submissions?

For example, with the property called " Country/ region," you could set the owner property in a workflow using if/then branches: Use branches in workflows based on the region property.

I also would like to invite some of our experts to this conversation as I believe they can provide insights on how to achieve your goal.

Hi @Lucila-Andimol, @JuanGomez0818, @Kaleudia - Could you please share some suggestions with @GMonette?

Thanks!

Diana

3

Hi Diana, thank you for the response!! Leads could be entered through form submissions, but also manually depending on how they come in (phone, live chat, email). These will need to be distributed to 8 staff that will be processing the leads. To add a level of complexity to it, most of the leads will be distributed based on State/Province, but some of our services are managed by category managers, so a few product specific leads will go to the category managers no matter the geographic location of the inquiry.

4

Hey @GMonette

you can definitely do this with a workflow.

there you can enroll them either automatically or manually by the CS team.

if you have more than one person per country/region I will suggest you create teams and then rotate leads with the workflow by team.

hope this helps