Sep 11, 20238:32 AM - edited Sep 11, 20238:33 AM
Auto populate region as per country
Hi, I want to know if we can have a logic wherein the user selects only the country and region gets auto populated basis the logic in the backend. Context: We have divided the certain markets into multiple regions like South Asia, South East Asia, North Asia. Once the user selects the country, the region will be autopopluated and the lead and meeting link can be shown for that region. I can do it country wise but will have to repeat it for multiple forms while using the routing functionality on calendly.
Yes, it's definitely possible to achieve this. You can implement a logic in the backend that associates each country with its corresponding region, and when a user selects a country, the region can be auto-populated accordingly. This will streamline the process and save you from repeating the setup for multiple forms when using calendly's routing functionality.
Then, we could add these two fields in the form and when someone fills out the region we can redirect the lead to a meeting link through different conditions in the form as mentioned in the below screenshot :
Hope this will helps you out. Please mark it as Solution Accepted & Upvote to help other Community member. Thanks!
I would suggest setting up a workflow in the back end which can route this for you automatically. Steps below:
1. You'll need a new property for 'country' which you should make as a 'drop down list', and you'll need to put in all the country names, because the HubSpot 'country' property is free text so won't work for automatic routing.
2. Do the same for region
3. Next you'll need to create a workflow based on if the new property for 'country' is known.
4. If the property 'country' is known, do a values equal branch and tick the box which creates a branch for each value
5. Add a step after each branch that assigns the region via a 'Set property' action
Now your contacts regions will be updated via a workflow if their country is known. Hope this helps 🙂