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Route leads by currency/region for multi-currency deal creation

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.

15 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 is routed to the rep who sells in their region's currency, and any deal created for them starts in the correct currency from the first record, instead of a rep discovering a currency mismatch mid-quote.
Workflow maplead-routing-041
Contact created / Currency Region set leads to Currency Region?. Currency Region? leads to USD region: Rotate to USD rep pool; EUR region: Rotate to EUR rep pool; GBP region: Rotate to GBP rep pool; blank / unknown: Notify sales ops + add to Needs manual routing. Rotate to USD rep pool leads to Set routed date, notify owner, create call task. Rotate to EUR rep pool leads to Set routed date, notify owner, create call task. Rotate to GBP rep pool leads to Set routed date, notify owner, create call task. USD region EUR region GBP region blank / unknown Contact created / Currency Region set Currency Region? Rotate to USD rep pool Rotate to EUR rep pool Rotate to GBP rep pool Notify sales ops + add to Needs manual routing Set routed date, notify owner, create call task
Contact created / Currency Region set leads to Currency Region?. Currency Region? leads to USD region: Rotate to USD rep pool; EUR region: Rotate to EUR rep pool; GBP region: Rotate to GBP rep pool; blank / unknown: Notify sales ops + add to Needs manual routing. Rotate to USD rep pool leads to Set routed date, notify owner, create call task. Rotate to EUR rep pool leads to Set routed date, notify owner, create call task. Rotate to GBP rep pool leads to Set routed date, notify owner, create call task. blank / unknown Contact created / Currency Region set Currency Region? USD region Rotate to USD rep pool EUR region Rotate to EUR rep pool GBP region Rotate to GBP rep pool Notify sales ops + add to Needs manual routing Set routed date, notify owner, create call task

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

When to use it, when not to

Use it

  • Use it when the business sells in multiple currencies and reps or teams are split by currency region (a EUR team, a GBP team, a USD team), not only by geography.
  • Use it once multi-currency is enabled and configured with the correct exchange rates and currency codes for each region the team sells into.
Read more on when to use itShow less

Skip it

  • Do not use it if the business quotes in a single currency regardless of the customer's location; a plain territory workflow (lead-routing-001 or lead-routing-006) is enough.
  • Do not use it as a substitute for tax or legal-entity routing; currency region and legal selling entity are related but not always the same thing, confirm which one actually determines rep assignment before building.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 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 · 15 numbered actions

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

Known pitfalls · 4

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

Test plan and UAT script · 5 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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