Guide 05

Work with ownership exceptions

An exception is a reason to preserve the current owner and ask for better evidence—not a reason to guess.

Last reviewed July 15, 2026 · Early-access documentation

Common categories

CategoryWhat it meansSafe next step
Missing ZIPThe standard company ZIP is blank.Correct HubSpot, resync, and simulate again.
Invalid ZIPThe value cannot be treated as exact ZIP5 or ZIP+4.Correct the source; TerritoryLogic will not pad or infer it.
Unsupported countryThe company is recognized as outside the current U.S. program boundary.Exclude it from this early-access test.
Unassigned ZIPThe ZIP is valid but belongs to no territory in the saved draft.Add the exact ZIP to one territory and run a new simulation.
LockedA manual assignment lock protects the current owner.Confirm the business reason before an authorized user unlocks it.
Inactive or invalid ownerThe configured HubSpot owner cannot safely receive the record.Choose an active owner and save a new draft.
Plan limitThe company is newly eligible beyond the workspace record limit.Reduce scope or wait for paid plans; existing managed records remain preserved.
Write failure or changed inputThe provider failed, or HubSpot changed after preview.Inspect evidence; never blindly retry an individual write.

Use the workbench

  1. Open Exception workbench.
  2. Filter by category, program, record ID, or exact ZIP evidence.
  3. Read the timestamp and last decision reason. The workbench is evidence; it does not expose raw addresses.
  4. Correct source CRM data or the saved draft, as appropriate.
  5. Run a resync when HubSpot input changed, save when configuration changed, and then simulate again.

When not to “fix” the record

Do not invent a ZIP from city/state, copy a nearby company's ZIP, activate an owner only to satisfy a test, or remove a deliberate lock without the record owner's approval. A preserved exception is safer than a confident-looking decision built on false data.

Escalate unexpected changes

If a HubSpot owner changed without an explicitly confirmed, authorized publication, stop testing. Record the portal ID, company ID, approximate time and time zone, and the correlation/request ID shown by TerritoryLogic. Follow the support escalation path without sending credentials or a CRM export.