Tips, Tricks & Best Practices

Benvenisti
Participant | Diamond Partner
Participant | Diamond Partner

Lead assignment by ZIP code

SOLVE

One of our clients is assigning lead to salespeople according to the ZIP code of the lead.

is there a way to create a workflow to manage these assignments withour having to create over 8000 if/then rulls (for each ZIP code).

The ideal would be if we can upload somehow a batch of ZIP codes and assign each batch to a specific sales person.

 

If this is not possible in HubSpot, is there any external tool that we can integrate to manage these assignments?

 

Thanks

Ron

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead assignment by ZIP code

SOLVE

Hi @Benvenisti,

 

If I may jump in here, yes, it is. I explained how here: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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danmoyle
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Lead assignment by ZIP code

SOLVE

Hey Ron. I believe you should be able to copy a list, separated by semicolons, should work, yes. If it's all in a spreadsheet, you should be able to find + replace commas with semicolons. Hopefully that makes a little easier. 

 


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Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

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5 Replies 5
Benvenisti
Participant | Diamond Partner
Participant | Diamond Partner

Lead assignment by ZIP code

SOLVE

Thanks Karsten and Dan, we've just tried your suggestion and it works perfectly.

 

Problem resolved!

 

 

 

0 Upvotes
danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Lead assignment by ZIP code

SOLVE

@Benvenisti if you create a list for regions based on ZIP codes, and included all values there, you could create a wrokflow that looks at list membership instead of individual ZIP codes. It's still going to be a bit of a lift, as there isn't a choice or ZIP code ranges, but you could certainly build a filter of multiple codes. That would be my first route. 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
Benvenisti
Participant | Diamond Partner
Participant | Diamond Partner

Lead assignment by ZIP code

SOLVE

Hi Dan, thanks so much for your quick respond.

I'm looking into the solution you proposed and I have one question.

while creating the list based on the filter - ZIP code is equal to any of ..., is it possible to copy paste into the value field all the ZIP codes for a specific sales person?

each sales man may have hundreds of ZIP codes and there are over 30 sales people so inserting each code separately is quite impossible.

 

Thanks 

Ron

0 Upvotes
danmoyle
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Lead assignment by ZIP code

SOLVE

Hey Ron. I believe you should be able to copy a list, separated by semicolons, should work, yes. If it's all in a spreadsheet, you should be able to find + replace commas with semicolons. Hopefully that makes a little easier. 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead assignment by ZIP code

SOLVE

Hi @Benvenisti,

 

If I may jump in here, yes, it is. I explained how here: https://community.hubspot.com/t5/CRM/Filtering-a-view-with-a-comma-separated-list-of-company-IDs/m-p...

 

Best regards!

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.