MARKET RESEARCH
Allocate Sales Territory TAM from BigQuery Geo Data to HubSpot
When triggered by a webhook, queries BigQuery public ZIP-level business data to compute TAM per sales territory.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook fires with territory-to-ZIP mappingHTTP webhook
- ActionQuery ZIP-level business data in BigQueryBigQuery
- LogicAggregate ZIPs into territories; flag uncovered ones
- ActionConvert counts to TAM dollars and balance notes via OpenAIOpenAI
- OutputWrite territory TAM onto HubSpot company recordsHubSpot
What it does
Gives RevOps a data-backed way to balance territories. On a webhook call (e.g. from your territory-planning tool), it queries BigQuery public ZIP Business Patterns data, rolls establishment counts and revenue proxies up to your defined territory boundaries, computes TAM per territory, and pushes the per-territory dollar value onto the relevant HubSpot records.
When to use it
During territory design or rebalancing, when you need each rep's patch sized consistently from the same public-data source instead of hand-built spreadsheets.
How it works
- 1An incoming webhook triggers the run with the current territory-to-ZIP mapping in the payload.
- 2A BigQuery action queries ZIP-level business counts and size bands for all ZIPs in scope.
- 3A logic step aggregates ZIP rows into territories using the mapping and flags territories with no coverage.
- 4An OpenAI action converts aggregated counts into TAM dollars and notes any over- or under-loaded territories.
- 5An output step writes the territory TAM values to the corresponding HubSpot company records.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect HTTP webhookTrigger any URL on agent actions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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