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Auto-assign deals in Hubspot to fitting sales reps based on geo and company size

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Use case To guarantee an effective sales process deals must be distributed between sales reps in the best way. Normally, this involves manually assigning new deals that have come in. This workflow automates it for you! What this workflow does This workflow runs once a day and checks for unassigned deals in your Hubspot CRM. Once it finds one, it enriches the deal with information about the assigned contact and their company. It then checks the region of the assigned company before looking at the

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sales

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