Hi HubSpot Community,
I’m trying to set up an automation in HubSpot to assign incoming leads to the correct sales representative based on the lead’s location. I’ve looked at workflows and routing rules, but I’m not sure of the best approach.
Should I use multiple workflows for each region?
Can this be done using a single workflow with branching logic?
Are there any HubSpot best practices to avoid conflicts or missed leads?
I’d love to hear how others handle automated lead assignment efficiently. Thanks in advance!