Is it possible to create a workflow which automatically creates a deal when a email is forwarded to the Forwarding adress (incoming) in HubSpot?
I only know that it is possible if the CRM system creates a new contact, but what if the contact is already known?
Thanks in advance.
Fabian
Hi @FNewald,
I haven’t tested this but I’d approach this via the activity that is being associated with the contact when you’re logging an email to the record. You should be able to reference this email via the Email subject (or any other suiting email-related) activity property:
If you make sure that the subject line of your fowarded email is always equal to or always contain certain words, that should work.
Let me know how you get along!
Hi @karstenkoehler. This workflow is exactly what I’m looking for, however, I need contacts to enroll multiple times. Any ideas on how to re-enroll contacts if they meet the criteria again? Since the activities are available for re-enrollment, how would you get contacts through the workflow multiple times? Thanks!
Hi @FNewald
hope you are doing well
If you are a PRO user
you can now create a deal from conversations.
You just need to configure your forwarding adress in your inbox
and then you can set this WF
Hope this helps too.
Have good day!
