One of the challenges of setting up workflows in Hubspot is that it doesn't have a simple way to create, upload, or manage lists of text you want to use in an if/then statement.
I ran into this while trying to create a workflow that would automatically assign leads to sales people coming from a landing page by country. There 195 countries that we use to assign to sales team, and in the USA and Canada we also use State and Province.
Creating the if than statements in HubSpot is brutual, especially if you have to update them all the time as you add or lose sales people! In particular there is no way to check to make sure you don't have duplicates values on each leg of the IF then that might in correctly assign the lead to the wrong group.
Having the ability to define a LIST_VARIABLE that can be uploaded (just text items seperated by commas) would be incredibly useful as then we could export this information from our accounting or sales management system and simply import the List Variables once a week and done! It would be even better if we could refer to DOCUMENT or some other web location for HubSpot Workflow to upload the .CSV files.
then the if thens would be so simple!
IF deal_Country is any of LIST_eu_countries then associate deal with EU Sales Team.
We upload LIST_eu_countries and we are done!
We have about 45 lists of sales countries and states/provinces that we have to manually manage and dup check.
@GaryTesta If you have a list in CSV format, you can append a semicolon ';' to each of the entries you'd like to import in your Hubspot if/then. You can then copy and paste this list into your workflow criteria.
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