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Route Planner — Get started

Route Planner turns a HubSpot company segment into a smart, distance-optimized driving route. Pick a list of companies, place them on a map, choose who to visit, and Route Planner works out the best driving order — ready to open in Google Maps or send to a driver via SMS. It is built for field sales and visits: plan a day of customer stops in a couple of minutes instead of juggling addresses by hand.

What you need

  • A connected HubSpot portal
  • A HubSpot company list (segment) with companies that have addresses
  • SMS credits — only if you want to send routes by text (copying the link is always free)

How it works — three steps

  1. Setup
    Choose your HubSpot portal (if you have more than one), pick a company segment, and set your start location (required) and an optional end location. Leave the end empty to return to your start. Give the route a name.

  2. Stops
    This is the company list from HubSpot — not the route yet. Tick the companies you want to visit. The best driving order is calculated in the next step, so the order here does not matter unless you turn off Optimize automatically (use that when a company must be visited at a fixed time and you want to set the order yourself).

  3. Itinerary
    Route Planner calculates the optimized route and shows the total drive time, distance, and the stop-by-stop plan with the driving time between each stop. You will see the route drawn on the map with a green S for the start, a black E for the end, and numbered blue markers for each stop.

Save, open, and share

Click Save route on the itinerary. A confirmation appears with three options:

  • Open in Google Maps — opens the full route in Google Maps
  • Copy Google Maps link — copies the link to share however you like (free)
  • Send via SMS — texts the link to a driver (uses SMS credits)

Your saved routes

Every saved route appears under the Routes tab, shared with everyone on your account. From there you can search routes, open one to see the full itinerary, rename it, change the status of individual stops (planned / completed / skipped), and re-copy or re-send the Google Maps link for free. You can archive routes you no longer need and restore them later.

A few practical limits

  • Routes are kept short and practical — by default you can add up to 6 stops per route. This keeps the route easy to drive and works well with the Google Maps app.
  • Companies without a usable address are shown separately and cannot be added to a route. See Company addresses on the map for details.
  • The number of new routes you can create each month depends on your plan. See How route quotas work.