Auto-assign deals in Hubspot to fitting sales reps based on geo and company size

Published 8 months ago

Created by

Niklas Hatje

Template description

Use case

To guarantee an effective sales process deals must be distributed between sales reps in the best way. Normally, this involves manually assigning new deals that have come in. This workflow automates it for you!

What this workflow does

This workflow runs once a day and checks for unassigned deals in your Hubspot CRM. Once it finds one, it enriches the deal with information about the assigned contact and their company. It then checks the region of the assigned company before looking at the company's employee size. Based on this, it assigns the deal to the right sales rep within your company.

Requirements

New deals in Hubspot need to be unassigned in the beginning
New deals have to have an attached contact that has an attached company in Hubspot
The company needs to have values for region and employee count in Hubspot

Setup

The setup is quite straight forward and will probably take a few minutes only.

Add your Hubspot credentials
Customize your criterias for assigning deals in the Assign by Region and the following Assign nodes
Make sure deals are assigned to the right salesrep in the Hubspot nodes at the end
Activate the workflow

Customizing this to your needs

Adjust the trigger interval to your needs. Currently, it defaults to once a day
Adjust your region settings by adding/updating/removing options in the respective node
Adjust your employee size settings by adding/updating/removing options in the respective node

Ideas to enhance this flow

Wrap each region's assigned criteria into different sub-workflows for easier maintainability. This will not consume additional execution counts.
Add more logic on what happens once a deal does not match any criteria you've set

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