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 HubSpot companies through one controlled, repeatable early-access workflow.
01
Assign ZIPs
Build territories from whole ZIP codes
Search exact U.S. ZIP5 values, group them into a hierarchy, or merge a local territory-and-ZIP CSV into the unsaved draft.
Exact ZIP membership
02
Simulate
See every change before HubSpot does
Evaluate the saved draft against a captured snapshot of HubSpot companies 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 normalizes each company's U.S. ZIP, matches exact ZIP5 membership, and selects one fixed HubSpot owner. The same saved draft and company snapshot always produce the same simulation.
1
Validate country and ZIPNormalize a supported U.S. company ZIP to exact ZIP5.
2
Match ZIP membershipSelect the deepest territory that owns that exact ZIP.
3
Resolve the fixed ownerUse the territory owner or inherit the nearest configured ancestor.
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, routing context, and captured company snapshot.
ZIP-first evidence
A normalized company country and exact ZIP5 decide membership; displayed ZCTA shapes are visual guides only.
Fixed-owner inheritance
Each territory uses one active HubSpot owner or inherits the nearest configured ancestor owner.
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.
More HubSpot objects
Contacts, deals, tickets, leads, and qualifying custom objects.
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.