How We Automated Sales Territory Assignment for 500+ Monthly Leads [Video]

In today’s fast-paced sales environment, efficiency is vital. When one of our clients approached us with the challenge of managing over 500 monthly form submissions and assigning them to the correct sales territories and representatives, we knew we had to leverage the power of marketing automation. Here’s how we used HubSpot to streamline their process and save countless hours of manual work.

The Challenge

Our client was facing a significant bottleneck in their sales process. With over 500 form submissions coming in monthly, their sales admin team was spending an inordinate amount of time manually assigning leads to the appropriate sales territories and representatives. This process was not only time-consuming but also prone to human error, potentially leading to missed opportunities and frustrated sales reps.

Our Solution: HubSpot Workflow Magic

We used HubSpot’s powerful workflow capabilities to create a custom, automated solution. Here’s how we did it:

1. Data Integration

First, we integrated HubSpot with the client’s existing Salesforce CRM. …