Guide 02

Prepare HubSpot for exact ZIP routing

The current decision uses the standard company country and ZIP properties. Clean inputs make the simulation useful; missing or invalid inputs remain safe exceptions.

Last reviewed July 15, 2026 · Early-access documentation

Supported CRM input

Object

HubSpot companies only.

Country

Blank in the U.S.-only workspace context, or a recognized United States value.

ZIP

Five ASCII digits, or ZIP+4 that can be reduced to its first five digits.

Owner

The HubSpot owner id, from an active owner record—not a HubSpot user ID.

How ZIP values normalize

HubSpot valueResultReason
85001Valid: 85001Exact ZIP5
85001-1234Valid: 85001ZIP+4 reduces to ZIP5
00501Valid: 00501Leading zero remains text
BlankMissingNo routing location
8501 or a numeric value that lost its zeroInvalidTerritoryLogic never guesses or pads
Recognized non-U.S. countryUnsupported countryCurrent programs are U.S.-only

Portal preparation checklist

  1. Create a HubSpot view for the companies you intend to test.
  2. Inspect country and ZIP as text. Pay special attention to leading-zero ZIPs and spreadsheet imports.
  3. Resolve duplicate, merged, inactive, or unexpectedly blank owners in HubSpot.
  4. Confirm the intended territory owners appear as active HubSpot owners.
  5. Install with a user allowed to approve the company-read, company-schema-read, and owner-read scopes.

What TerritoryLogic does not copy

The current sync does not retain raw street addresses or malformed ZIP strings. It does not request sensitive or highly sensitive HubSpot scopes. Contact, deal, ticket, lead, and custom-object data is outside the public company release.

After correcting HubSpot

Open Workspace settings and request a full resync, then wait for it to complete before running a new simulation. A previous simulation remains bound to its original snapshot and must not be treated as evidence for newly corrected inputs.