newbie here- just trying push contacts into a deal pipeline

ZMoon — Mon, 03 Jan 2022 13:57:25 GMT

Hey folks.

We have a typeform list that pushes people into our contacts in HS.

I am looking for a way that these can be pushed directly into my deal partner pipeline flow.

What am I missing, I tested the form, and it creates the contact, but doesnt push it through to the deal stages?

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MiaSrebrnjak — Wed, 05 Jan 2022 15:42:11 GMT

Hi @ZMoon,

Thank you for reaching out to the Community!

In HubSpot, the CRM includes four standard objects: contacts, companies, deals, and tickets. Each object represents a different type of relationship or process and almost every object hat its own pipeline. You can connect these objects by using associations: you can assign a contact to a company, assign a deal to a contact, etc.

If your goal is to push a contact to your deal pipeline, the 1st step is to create a Deal and associate it with the contact. You can then move the Deal to different stages of your sales pipeline. If you have access to the workflows tool, this can be done automatically, by triggering deal creation when a contact, or another object, meets certain conditions.

We recommend creating Deals for viable sales opportunities: if you are, however, working with contacs where it's still unclear if there'll be a sales opportunity or not, I would recommend using the contact property Lifecycle stage to categorize them based on where they are in your marketing and sales processes.

I hope this helps!

Cheers
Mia, Community Team

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newbie here- just trying push contacts into a deal pipeline

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