Territory ownership control for HubSpot

Route HubSpot ownership by U.S. ZIP5.

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.

Free forever for 500 managed records No credit card required Portal-isolated roles and sessions

HubSpot is your login. Connecting a portal creates the TerritoryLogic workspace—no separate account or password.

Arizona Company ZIPsPhoenix Central
Draft v3 Saved
Arizona exact-ZIP territory draftApproximate ZCTA display outlines for assigned ZIP codes, staged company records, and a selected Phoenix Central territory.
Illustrative ZCTA outlines help operators review the map; exact ZIP values—not the displayed shapes—drive record assignment.
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.

  1. 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
  2. 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
  3. 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
  4. 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. 1
    Validate the mapped ZIPNormalize the selected object property to exact U.S. ZIP5 when present.
  2. 2
    Match ZIP membershipSelect the single flat territory that owns that exact ZIP.
  3. 3
    Resolve the fixed ownerUse the active owner configured on that flat ZIP territory; preserve and flag records when no valid owner exists.
  4. 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.

Free

$0/ month

  • 500 records
  • 1 program · 5 nodes
  • Portal-scoped roles
Install Free

Shown paid prices are planned launch pricing. Checkout remains disabled during early access.

TerritoryLogic for HubSpot

Give your territory plan an operating system.

Start with a free workspace and publish only when the decision is clear.

Install free with HubSpot