How to auto-assign contact owner based on county?

[CKelson]

If a lead submits a contact form, I would love to be able to automatically determine their county using a USPS address verification of some sort. However, I have not found a way to do that.

In lieu of that I have just in the meantime created a custom contact property called "County" which has a dropdown list of all the counties in the USA.

How can I automatically assign a contact owner (sales rep) based on the value of the "county" field? I could technically do it with an if/then or something like that in an automation, but there's no way to paste in mass values to match, you can only check individual values manually, so that wouldn't work given there's thousands of counties and there's no way I'm going to manually check every single one in each territory. 

Is there an other way anyone can think of to automate this? It's really tedious and extremely manual right now, which isn't sustainable. 

Thanks.

[CKelson]

Thanks for the replies. I had gotten as far as creating workflows as the solution, the issue I'm running into is not that the functionality doesn't exist, it's just that it's not easy to implement. So far the only way I've found to set up the proper filters is to say "if County value is equal to any of" and then I can manually check all the counties in a specific sales rep's region. The issue is that there's over 3,000 counties in the US, and I really would rather not have to manually check over 3,000 boxes. I wish there was functionality that allowed me to say "if County value is equal to any of" and then I just paste in a list of values...

[karstenkoehler · Accepted solution]

Hi @CKelson,

If that's your challenge, then this should help: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

Best regards!

[CKelson]

This is exactly what I was looking for, thanks so much!

[VMerrill]

Hi @CKelson. From what I've seen when you want to connect Sales Reps by territories, the workflow you mentioned is the best bet. For example, I would create an enrollment trigger saying "if County is equal to any of blank, blank and blank", depending on the counties connected to the certain sales rep, then the action is changing record to make the Contact Owner that specific sales rep. 

The only issue with this is if you have one sales rep for each county, it would be many workflows to create. But it shouldn't take too long if you only have a smaller number of sales reps with certain counties connected to it. 

Hopefully this helps!