Rep assignment - Faraday

You’ll need a Faraday account to use this template. It’s free to sign up and you can use sample data to start.

If you're using both Faraday and HubSpot, integrating Rep assignment predictions can really streamline your workflow. Imagine automatically matching each lead with the rep most likely to engage them effectively, right within the tools you're already using. It can help you make the most of your team's strengths without any extra hassle. This way, your reps spend more time connecting with leads and customers they'll connect best with, potentially leading to stronger relationships and smoother processes. It's a simple step that might make your day-to-day operations just a bit more efficient and effective.

Step 1
Connect your data sources
Use the link below to connect HubSpot to Faraday. You can also skip this step and use CSV files to get started instead.
HubSpot
Step 2
Ingest your data into event streams
This allows Faraday to understand what your data means. These links will guide you through ingesting the data necessary to power this template.
Transaction Signup
Step 3
Organize your customer data
You'll create groups, called cohorts, that are the essential building blocks of Faraday and allow you to easily predict any customer behavior.
Leads
Step 4
Declare your prediction objectives
With your cohorts defined, it's easy to instruct Faraday to predict the necessary behaviors. Follow the docs with the link below.
Rep assignment
Step 5
Define your rep assignment pipeline and deploy to HubSpot
Finally, deploy your prediction with the link below.
Rep assignment
Step 6
Deploy to HubSpot
Create a deployment target using the HubSpot connection you created above. Or, get started by simply deploying to CSV.
HubSpot