Automatically assign new HubSpot deals to the right sales rep

Unassigned HubSpot deals are matched daily to the best sales rep based on the company's region and size.

How the work actually flows

A straight line. Runs once per unassigned deals.

Pattern: Multiple Instances without Synchronization (12)

flowchart TD trig(["daily check for unassigned deals"]):::trigtime s0[["look up company details"]]:::mi s1["check region and company size"]:::task s2["assign matching sales rep"]:::task trig --> s0 s0 --> s1 s1 --> s2 out[/"deal assigned to correct rep"/]:::out pay{{"faster deal routing without manual triage"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales Pipeline
Connects
HubSpot

The problem it solves

New deals sit unassigned while someone manually checks company size and location to figure out who should own them. That delay slows down your sales process and deals can fall through the cracks while waiting on a human to sort them.

Who it fits

A sales team that wants leads routed to the right rep without a manager doing it by hand.

How it works

  1. The system checks HubSpot once a day for unassigned deals
  2. It looks up the deal's contact and company details
  3. It checks the company's region and employee count
  4. It assigns the deal to the matching sales rep based on your rules
What you get

Deals matched to the rep who can close them

Unassigned deals get matched to the best rep for that account each day based on region and company size, without a manager deciding by hand.

What you get

Every unassigned deal gets automatically assigned to the correct sales rep in HubSpot.

What you need

A HubSpot account with CRM access.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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