Route meetings using any Hubspot property

Never misroute a lead again! Use any Hubspot property to automatically match prospects with the right rep.

H🧐w can I do that?

Why should I do it?

How have others done this?

Analytics Platform

Uses custom Hubspot properties:
1. Data_Volume__c
2. Current_BI_Tool__c
3. Integration_Needs__c
  ‍
Maps to routing rules:
1. Enterprise data volume to senior AEs
2. Specific BI tool experience
3. Technical complexity routing

EdTech

Leverages education-specific properties:
1. School_Type
2. Student_Count
3. Implementation_Timeline
  ‍
Routes based on:
1. District vs private school
2. Size-based qualification
3. Timeline urgency

Implementation Templates

We understand how daunting a blank page can be, so we’ve created templates that might be relevant to your industry for inspiration.

Enterprise Routing

Hubspot Property Mapping:

Form Fields → Hubspot Properties:

company_size → Company_Size__c
annual_revenue → Annual_Revenue__c
use_case → Primary_Use_Case__c
technical_needs → Technical_Requirements__c

Property Updates:

Last_Meeting_Type__c
Meeting_Source__c
Qualification_Status__c
Routing_Rule_Applied__c

Routing Rules:

Rule 1:

Criteria: Company_Size__c >= 5000 AND Technical_Requirements__c = 'Complex'
Assignment: Enterprise_Technical_Team
‍

Rule 2:

Criteria: Annual_Revenue__c >= 10000000 AND Industry = 'Healthcare'
Assignment: Healthcare_Enterprise_Team
‍

Rule 3:

Criteria: Use_Case__c = 'Data_Migration' AND Region__c = 'EMEA'
Assignment: EMEA_Migration_Specialist
‍

Rule 4:

Criteria: Lead_Source__c = 'Partner' AND Partner_Tier__c = 'Premium'
Assignment: Partner_Account_Manager
‍

No Match: Lead is disqualified

Property Updates:

Last_Meeting_Type__c
Meeting_Source__c
Qualification_Status__c
Routing_Rule_Applied__c

Create validation rules for critical properties
Set up default values for edge cases
Monitor property sync status
Test routing rules with sample data