Hello
i have crm starter which includes the sales starter and marketing starter.
when someone completes a specific deal and and has a specific product added to them I want to send a series of emails to them.
Is this not possible with starter edition?
thanks
Chris
Hey @CScott2, welcome to HubSpot and the community!
With Sales Starter, you won’t be able to achieve the automation you want. You can do the following simple automation with Starter.
You can add some automated emails follows with the deals are closed won or any other stage.
To access those automation options, navigate to the Deals settings (loom video
1. Click on the gear (top right of your portal)
2. Under the Data Management section, expand “Objects”
3. Click on Deals
4. Then click on the Pipelines tab.
5. From there, click on “Automate” under select a pipeline.
You can add specific triggers. Within the Starter package, you are allowed to create two different pipelines.
So you could have two separate pipelines to have separate follow-up emails.
If you have any follow questions, just let me know.
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