Automated lead assignment based on territory and specialization in HubSpot

• Automatically assign new leads to sales representatives based on geographic location
• Enhance lead management efficiency by categorizing leads by product interest
• Notify team members in real-time about new lead assignments

Triggers on new contact creation in HubSpot Normalizes lead information for consistency Determines lead territory using IP geolocation Assigns specialization based on lead interests Uses round-robin method for owner assignment Updates contact information in HubSpot Creates a task for the assigned owner Sends notifications to team via Slack

1. 1
   Import the workflow template into n8n
2. 2
   Connect your HubSpot account for triggers and updates
3. 3
   Set up the IP geolocation service
4. 4
   Define routing tables for territories and specializations
5. 5
   Configure Slack for notifications
6. 6
   Test the workflow with sample data