Closed Won Email Notification

Smart CRM & Sales Hub CRM
1

Hi There,

This might be very simple but I want a notification to be emailed to the sales team when a deal is changed to closed won. How do I set this up?

Thanks in advance.

2

Hi @JimmyLees

I do not believe this is possible with the CRM on its own. You could achieve this with the Marketing Pro product by creating a workflow though.

Hope that helps.

3

Hi Phil, We have Marketing Pro and I’m trying to set a workflow to alert nominated internal users that a deal has closed won. Something like: “We’ve just done a deal with [Company Name]! [Deal Name] is now closed won with a value of [Amount].” Problem is, I don’t any options in the email template to use Deal properties which is a mystery given Contact and Company properties can be used.

4

Just wanted to update this thread. You can now complete this with Deal Based Workflows

5

@JK1

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Here is the workflow I created for my team. You can use Hubspot teams to send to your sales team

6

Thanks! Glad its possible now - albeit for Sales Pro users (we are Sales free, Marketing Pro users currently)

7

You’ve probably figured this out, but you should be able to create a Zap with Zapier. I use that for a few other automations on the free Hubspot version.

8

Hi @umoncur,

Thank you for sharing how to solve this with Zapier!

Best,

Kristen

9

Look @HubSpotMaster (adam sharrow) for dropping some workflow knowledge!