HubSpot Workflows is the engine for marketing automation. The workflow tool is flexible and easy to use. Yet many people find themselves in a bit of a pickle, with what started out as a great idea turning into a complex solution that is difficult to support and change. One such example is sales territory assignment, so I thought I would set out a few options and highlight the pros and cons of each.
There isn’t a single way that suits everyone, but in considering the best way for your company we recommend that you start off by thinking about: