How to Use HS for Customer Success - CSM

Hi @GabrielSkelly I’m going to ammend my answer here based on some new knowledge I’ve aquired recently.

As it turns out, you can enroll a contact into a workflow based on pipeline and/or deal stage of a deal associated with the contact. Once enrolled, the workflow tool can assign tasks and send internal emails/sms messages.

Your best bet is to set an enrollment criteria of a specific pipeline and a specific deal stage, then set your actions accordingly. Keep in mind you are enrolling a contact in the workflow based on these conditions; you are not enrolling a deal into the workflow.

I hope this helps.

Ed Justen