Choose companies, contacts, deals, tickets, leads, or qualifying custom objects, map each object's ZIP property, and simulate every ownership decision before an explicitly gated publish.
Illustrative Free-workspace simulationArizona ZIP Pilot · Draft v3
Evaluated
418
Unchanged
351
Reassigned
52
Preserved
15
Ready for publish preview
01 / Operating loop
From an exact ZIP list to a decision you can defend.
Route supported HubSpot CRM objects through one controlled, repeatable early-access workflow.
01
Assign ZIPs
Build territories from whole ZIP codes
Enter exact U.S. ZIP5 values, group them into flat territories, or merge a local territory-and-ZIP CSV into the unsaved draft. Loaded Census ZCTA outlines are display aids only.
Exact ZIP membership
02
Simulate
See every change before HubSpot does
Evaluate the saved draft against a captured snapshot of the selected HubSpot object and separate safe decisions from preserved records.
Record-level explanations
03
Publish
Release with safety gates
For an explicitly write-enabled portal, preview and publish only the exact simulation an authorized operator approved.
Portal-gated owner writes
04
Audit
Trace and recover safely
Inspect decision and write evidence, review exceptions, and use guarded rollback without replacing a later human change.
Immutable activity evidence
Publish preview52 ownership changes are ready for review
Draft 7bc4…91af
HubSpot recordTerritory pathOwner changeResult
Desert Cloud SystemsPhoenix, ArizonaArizona / ZIP 85001Jordan Lee Alex MorganReassign
Copper State LabsTempe, ArizonaArizona / ZIP 85281Alex MorganUnchanged
Summit Ridge AIFlagstaff, ArizonaArizona / ZIP 86001Manual lock Protected
02 / Decision engine
Mapping is the easy part. Governance is the product.
The installable early-access product reads the ZIP property mapped for each selected object, matches exact ZIP5 membership, and selects one fixed HubSpot owner. When ZIP is missing, explicit whole-state coverage may use normalized city/state evidence. The same saved draft and record snapshot always produce the same simulation.
1
Validate the mapped ZIPNormalize the selected object property to exact U.S. ZIP5 when present.
2
Match ZIP membershipSelect the single flat territory that owns that exact ZIP.
3
Resolve the fixed ownerUse the active owner configured on that flat ZIP territory; preserve and flag records when no valid owner exists.
4
Apply safety gatesPreserve locked, invalid-owner, plan-limited, or write-disabled records.
Decision 8F3A
Why Alex Morgan owns this record
Aligned
ZIP 85001Phoenix CentralAlex Morgan
Location source
Company ZIP 85001
U.S. country · normalized exact ZIP5
Territory path
Arizona / Phoenix Central
Territory owns ZIP 85001
Owner rule
Fixed owner
Alex Morgan · active HubSpot owner ID verified
Safety result
Write eligible
Draft v3 · portal write gate checked again at publish
Built to fail safely
No unexplained ownership writes.
Exact-input simulation
A publish is tied to one saved draft, shared routing context, selected object mappings, and captured record snapshots.
ZIP-first evidence
An exact ZIP5 wins; an explicit whole-state territory may use normalized city/state evidence only when ZIP is missing.
Explicit fixed owners
Each flat ZIP territory uses one active HubSpot owner. A blank or inactive owner preserves the record and creates an exception.
Conflict-aware rollback
A rollback never replaces a later human or integration update.
Roadmap · not included in early access
Broader territory automation comes later.
Flexible geography
Custom polygons, split-ZIP coverage, geocoding, drive-time areas, and demographic layers.
Richer routing
CRM property filters, overrides, and equal or weighted owner pools.
Deeper HubSpot routing
Activity routing, association-aware location sources, and object-specific templates.
Broader automation
Capacity-aware balancing, scheduled plans, approvals, and cross-CRM support.
03 / Pricing
Free early access now. Paid plans are planned.
Install the Free workspace today. Paid checkout is not live yet; contact us if your pilot needs higher limits.