---
title: "PICO IV HubSpot case study: Lead routing and reporting"
description: Two brands in one portal, each with its own leads and revenue. Providers reach the rep they chose, and each brand sees its own sales.
---

[HubSpot Case Studies: Integrations, Audits and AI Agents | CRM Wired](https://www.crmwired.com/case-studies)

# [PICO IV HubSpot case study: Lead routing and reporting](https://www.crmwired.com/case-studies/pico-iv)

 Written by [Abdur Rahim Mostafa](https://www.crmwired.com/case-studies/author/abdur-rahim-mostafa) | Oct 17, 2026, 3:34:56 AM

[Case studies](https://www.crmwired.com/case-studies) / PICO IV

Lead routing and reporting

# Two brands in one portal, each with its own leads and revenue

Healthcare supply · Two sales teams · One HubSpot portal

HubSpotWebsite formsSales HubDashboardsWorkflows

**2**brands in one portal

**110**past orders flagged to the right brand

**3**deactivated-rep branches fixed

The story

## What changed

PICO IV runs two brands, each with its own sales team, in one HubSpot portal.

Before

One brand's client sales were invisible because sales followed the deal owner instead of the client's brand. After a form change, every signup for that brand went to one default rep, whichever rep the provider chose. Routing branches still pointed at deactivated reps.

After

Providers reach the rep they chose, and each brand sees its own sales.

The build

## What I built

In the order the work was done.

Website formsSales HubDashboardsWorkflows

**Stack:** HubSpot Sales Hub, workflows, website form integration, e-commerce pipeline, dashboards.

[How I build HubSpot audit and cleanup projects](https://www.crmwired.com/hubspot-audit)

1. 01Provider registrations from the website form route by brand to the rep the provider chose, with an unassign workflow for corrections
2. 02Routing now reads the field the form writes
3. 03Fallback rules: no rep or a deactivated rep goes to a default rep, who gets the revenue credit
4. 04Deal workflows that flag the brand's client orders and copy the chosen rep onto the order, with 110 past orders flagged back to 2024
5. 05New versus existing business set automatically from association counts
6. 06Revenue dashboards per brand, a full portal audit with a routing diagram, and weekly reporting

Result

Providers reach the rep they chose, and each brand sees its own sales.

[Next case study · Federal Contracting Alliance A HubSpot CRM built from scratch and connected to email](https://www.crmwired.com/case-studies/federal-contracting-alliance)

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[View full post](https://www.crmwired.com/case-studies/pico-iv)

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