Hello,
I am new to hubspot, have been using it for about 1 month.
I use deals and pipelines alot for both sales and purchasing but setting the deals up feels a bit cumbersome.
Is there any way / could there be a way created to create a deal straight from an email, with a check box to log it and a dropdown to add to the correct pipeline or something similar.
I believe this would save a significant amount of time.
Regards
Thomas Goatley
Hello Thomas, I’m glad to hear I wasn’t the only one looking for a solution. One of my clients uses their own home built back-end order system which doesn’t allow for easy integration with Hubspot, however it does provide email notifications with every order that include the order details.
The good news is that I’ve worked closedly with my developers to custom build and test a web application that integrates with Hubspot, it receives orders, automatically parses and maps them to existing account records and then creates a deal with the order amount and other relevant information, and moves it to closed won.
If this is something you are interested in, please DM me and I would be glad to demo it for you and set you up as a beta user.
Cheers,
-Michael