Can I Create a new Deal Link rather than having to us the API

Smart CRM & Sales Hub CRM
1

Hi.

We have a Quote/Order database that uses Lotus Notes. (i know)

This works for us as its been tuned to our company needs.

However we are using Hubspot CRM for the Company Managment side.

My question is, is there a default web link to create a new deal? So that when we are creating quotes we can click a button that opens up a new Webpage with a new Deal ready to be filled in. Im not bothered that we will have to fill in the companies details just tryig to find a workflow.

I have see the create Deal API but this wont work for us.

Thanks in Advance

Lee

2

Hi @LeeHouse,

We helped a client achieve this in the past. What we did was create a form for the deal information and then set up a workflow that would automatically create a deal for a specific pipeline.