How do I automatically create a Deal ?

Smart CRM & Sales Hub CRM
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2

Hi!

1. When a user signs up for a free trial I’d like the contact Life Cycle Stage to be set to Sales Qualified Lead, not subscriber. How do I do this?

2. In this scenario is it possible to automatically generate a new Deal linked to this contact? Ideally with the title “TRIAL-CompanyName”.
3. In this example, the Original Source is Organic Search , but I also created a custom property named Lead Source, which can be Trade Show, test SEA, SEO, etc. Is it possible to automatically set Lead Source to SEO if Original Source is Organic Search?

1. This is possible by using a workflow on the Marketing side, so you’ll clear the property Lifecycle Stage then set it to SQL.

2. Creating a deal is also possible within the Workflows tool, with a “TRIAL-CompanyName” title.

3. Yes. Same way, through workflows → set contact property.