Standardising States with Programmable Automation

One recurrent use case we have seen across the different HubSpot portals we manage, and support is the challenge with the US States, most importantly if you are targeting the United States, as it is a difficult territory assignation and reporting. Ensure unparalleled consistency across your Customer Relationship Management (CRM) system by standardising the names of states and regions within a country. In this guide, we will go through how to achieve this using custom code automation using HubSpot Operations Hub. This approach eliminates inconsistencies, ensuring that every entry across your database aligns perfectly with standardised naming conventions; improving the accuracy of your reports and streamlining territory assignments, making the entire process seamless and effort-free.

What you'll find inside:

• Step-by-step Instructions
• Code Snippet
  
  

Why standardise before you optimise

Standardising with us reduces errors through the automated conversion of state and region properties, boosting efficiency by simplifying data management processes. In this guide, our team of specialists offers in-depth guidance on implementing standardisation use cases with programmable automation. By automating what was once a tedious manual task, you can now focus your energies on strategies for what matters the most: your customers.

How to access🚀

Simply complete the form and you will unlock access immediately. If you have any questions, please feel free to reach out. We are here to help you to leverage Operations Hub and the entire HubSpot customer platform.