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Route leads by language (property or browser locale) to native-speaking rep

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

22 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeA lead who prefers to be handled in their own language reaches a rep who speaks it, instead of a generalist who has to loop in a colleague mid-conversation.
Workflow maplead-routing-023
Contact created / Preferred language set leads to Preferred language?. Preferred language? leads to french: Rotate to French pool; spanish: Rotate to Spanish pool; german: Rotate to German pool; dutch: Rotate to Dutch pool; english / other / blank: Rotate to English pool + flag for review. Rotate to French pool leads to Set routed date, notify, create task. Rotate to Spanish pool leads to Set routed date, notify, create task. Rotate to German pool leads to Set routed date, notify, create task. Rotate to Dutch pool leads to Set routed date, notify, create task. Rotate to English pool + flag for review leads to Set routed date, notify, create task. Contact created / Preferred language set Preferred language? french Rotate to French pool spanish Rotate to Spanish pool german Rotate to German pool dutch Rotate to Dutch pool english / other / blank Rotate to English pool + flag for review Set routed date, notify, create task
Contact created / Preferred language set leads to Preferred language?. Preferred language? leads to french: Rotate to French pool; spanish: Rotate to Spanish pool; german: Rotate to German pool; dutch: Rotate to Dutch pool; english / other / blank: Rotate to English pool + flag for review. Rotate to French pool leads to Set routed date, notify, create task. Rotate to Spanish pool leads to Set routed date, notify, create task. Rotate to German pool leads to Set routed date, notify, create task. Rotate to Dutch pool leads to Set routed date, notify, create task. Rotate to English pool + flag for review leads to Set routed date, notify, create task. Contact created / Preferred language set Preferred language? french Rotate to French pool spanish Rotate to Spanish pool german Rotate to German pool dutch Rotate to Dutch pool english / other / blank Rotate to English pool + flag for review Set routed date, notify, create task

When to use it, when not to

Use it

  • Use it when the sales team has reps who each cover one or more languages, separate from or layered on top of territory-based routing.
  • Use it when preferred language can be captured directly, through a form field or a language-specific version of a page or form.
Read more on when to use itShow less

Skip it

  • Do not use it as the only routing key if territory already implies language reliably (for example a single-language country); combine the two only where they can actually disagree, see Known pitfalls.
  • Do not rely on browser locale alone as your only signal; it reflects device settings, not necessarily the person's actual preferred business language.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 22 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 6 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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