Distribution of contacts who submitted the form according to postal code and automatic notificationsSOLVE
Jan 23, 2017 5:58 AM
For big companies who have sale forces responsible for different postal codes or regions it is important that the contacts are segmented according to the respective criteria and are accordingly distributed.
Currently there is no simple or functioning mechanism for distribution of contacts who submitted the form and automatic notification of the responsible account manager based for example on the postal code.
I suggest adding to forms in the field “Options” for “notified when submitted” a logic where you can define the postal code and a responsible contact person, who will get an automatic email containing all the information that was given in the form. So that the responsible person is able to call or email the contact directly.
Second variant would be to have a kind of region or postal code segmentation (kind of lists) logic, which a hubspot user can fill based on the company’s segmentation: postal codes (from – to, starting from, etc.) – email of a contact person. In the next step is to have a possibility in the form options to select “Notified when submitted” based on regional/postal code distribution.
I am sure this feature is important for all big companies that operate nationally and internationally and use marketing segmentation. This will fasten the lead segmentation and analyses enormously.
Thank you for your attention.
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