ChatGPT
HubSpot (workflow approach)
- Create a single-line text or dropdown company property: territory_region__c .
- Workflow: Company-based → If/then branches with OR conditions.
- Branch 1: State/Region Code is any of [IL, IN, IA, KS, MI, MN, MO, NE, ND, OH, SD, WI] → Set territory_region__c = Midwest
- Branch 2: [AL, AR, DE, DC, FL, GA, KY, LA, MD, MS, NC, OK,