Let's say that you have a list of a hundred cities and/ or zip codes that are unique for multiple different teams. Based on these cities or zips, you want for Distributely to assign a contact to the correct matching team. Rather than creating hundreds of rules for each team in Distributely, this can be easily managed with lists in Hubspot.
- First create a dynamic list, one for each team in Hubspot. Each list will enroll contacts that match your filter criteria (a list of the zips and cities). Note that long lists can be imported into a list as filter criteria when separated by a semicolon.
- Next create a custom contact property. We'll set this custom contact property based on a contact's list membership. Name the property something like "Distribution team." Effectively, if a contact is included in the list, then this custom contact property will be set to show the desired Distribution team.
- Distributely will then simply read the custom contact property that is set by the list membership as part of the team rules when determining the correct team to assign the contact to.
Here is a brief video example of a workflow that sets a custom contact property value based on a list:
