CRM

DMeyerWI
Miembro

Populate custom property "County" from Zip Code

resolver

How can I use workflows to populate the County Name based on the Zip Code when creating a Company Record?

 

Something like this -

If zip code = 54701; 54702; 54703 then County = Eau Claire. Name of county populated in the "County" Property that is on the Company record.

 

 

2 Soluciones aceptadas
Jigar_Thakker
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Populate custom property "County" from Zip Code

resolver

Hi @DMeyerWI,

 

Start by creating a custom property for "Country" on your Company records. Then, set up a workflow with a trigger, such as when a Company is created. Within the workflow, create if/then branches for each zip code condition, and set the "Company" property accordingly.

For eg; if Zip code is 54701, 54702, and 54703, set the Country to Eau Claire. Save the workflow, and when you create a new Company with a matching Zip code, the Country property will automatically populated. 
This approach steamlines the process of assigning countries based on Zip Codes in your HubSpot Company records.

 

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

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Ver la solución en mensaje original publicado

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Populate custom property "County" from Zip Code

resolver

Hi @DMeyerWI,

 

Happy to help here. I'll share step by step instructions.

  1. Menu > Automation > Workflows > Create workflow > Company-based > Next
  2. At the top, click Set up triggers > When filter criteria is met > Company properties > Postal code is known
    karstenkoehler_0-1706505212927.png
    (Do not choose Create date, as was also suggested, as this might mean companies without postal code get enrolled.)
  3. In the left sidebar of the enrollment criteria, enable re-enrollment. This re-enrollment ensures that the country gets updated should someone change the postal code.
    karstenkoehler_1-1706505266589.png
  4. Click the + to add an action and find Branch > Based on matchin filter criteria
    karstenkoehler_2-1706505355712.png
  5. Under branch name, add the country name (Eau Claire)
    karstenkoehler_3-1706505419811.png
  6. Click Add filter > Company properties > Postal code is any of, then add the Eau Claire postal codes.
    karstenkoehler_4-1706505469182.png
  7. Click save a the top of the left sidebar
  8. Click the + sign in the left branch you just created and add a Set property value action which sets the value of Country to Eau Claire.
  9. Repeat steps 4-8 for other postal codes / countries.
  10. Click "Review and publish" in the top right corner and choose to enroll records who meet the filter criteria already.

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

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

Beratungstermin mit Karsten vereinbaren

 

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5 Respuestas 5
Lucila-Andimol
Líder intelectual | Partner nivel Platinum
Líder intelectual | Partner nivel Platinum

Populate custom property "County" from Zip Code

resolver

hey @DMeyerWI 

managing zipcodes in a WF could be challenging (because of the big amount of numbers)

An alternative solution is to build lists by county, for example Name of list County = Eau Claire and the list filters If zip code = 54701; 54702; 54703 .

Then you can build a simpler WF that is the contact is in list County = Eau Claire then set County to Eau Claire.

This can also be automated faster with Operations Hub.

I've found also another post of people talking about a 3rd party tool called zipcodeapi.

Hope this helps.

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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DMeyerWI
Miembro

Populate custom property "County" from Zip Code

resolver

Thank you Maria,

I don't have the skill set to be coding but thank you for the option. I will look into how to automate with the Operations Hub. I haven't come across any posts on this as an option and/or the step on how to execute. I worked on the workflows last night and have them up and running for almost 1/2 the state that I need them for immediately.

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Populate custom property "County" from Zip Code

resolver

Hi @DMeyerWI,

 

Happy to help here. I'll share step by step instructions.

  1. Menu > Automation > Workflows > Create workflow > Company-based > Next
  2. At the top, click Set up triggers > When filter criteria is met > Company properties > Postal code is known
    karstenkoehler_0-1706505212927.png
    (Do not choose Create date, as was also suggested, as this might mean companies without postal code get enrolled.)
  3. In the left sidebar of the enrollment criteria, enable re-enrollment. This re-enrollment ensures that the country gets updated should someone change the postal code.
    karstenkoehler_1-1706505266589.png
  4. Click the + to add an action and find Branch > Based on matchin filter criteria
    karstenkoehler_2-1706505355712.png
  5. Under branch name, add the country name (Eau Claire)
    karstenkoehler_3-1706505419811.png
  6. Click Add filter > Company properties > Postal code is any of, then add the Eau Claire postal codes.
    karstenkoehler_4-1706505469182.png
  7. Click save a the top of the left sidebar
  8. Click the + sign in the left branch you just created and add a Set property value action which sets the value of Country to Eau Claire.
  9. Repeat steps 4-8 for other postal codes / countries.
  10. Click "Review and publish" in the top right corner and choose to enroll records who meet the filter criteria already.

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

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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DMeyerWI
Miembro

Populate custom property "County" from Zip Code

resolver

These are the steps that I completed to create workflows for the postal codes in Wisconsin.

Thank you.

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Jigar_Thakker
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Populate custom property "County" from Zip Code

resolver

Hi @DMeyerWI,

 

Start by creating a custom property for "Country" on your Company records. Then, set up a workflow with a trigger, such as when a Company is created. Within the workflow, create if/then branches for each zip code condition, and set the "Company" property accordingly.

For eg; if Zip code is 54701, 54702, and 54703, set the Country to Eau Claire. Save the workflow, and when you create a new Company with a matching Zip code, the Country property will automatically populated. 
This approach steamlines the process of assigning countries based on Zip Codes in your HubSpot Company records.

 

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

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

0 Me gusta