Problem with flow deal

Smart CRM & Sales Hub CRM
1

Hello,

thanks for everyone .

Maybe my mistake is just because I’m new of Hubspost and I use my old habits.So this is the flow:

  1. Lead send me a form and write company name
  2. New contact is create, but not new company from company name
  3. I need to sent a quote, to be fast I clone another one, edit field but still connect to old client…

My request are:

  1. How can I create client and company contact from form in automatically?
  2. Every time I need first create an offer and after that sent a quote?

Thanks for your help

2

Hi @caygri,

When a contact submits a form, you can have HubSpot automatically create and associate a company if it doesn’t exist yet: Automatically create and associate companies with contacts

If you want to send a quote to a contact, then yes, you need to manually create a deal and quote. Part of this can be automated in higher tier subscriptions (Professional and Enterprise) using workflows, but not in Starter, unfortunately.

Hope this helps!

3

I already did it but work only if client write me with a @namecompany.com and my client use always account like gmail.com or yahoo.com is there another option?

4

Hi @caygri,

You can only encourage your website visitors to use your business emails, unfortunately. HubSpot wouldn’t know which company is associated with a freemail address. In that case, you need to make the association manually.

Best regars!

5

this is very bad news..because I develop website and my client haven’t business mail!

6

Hi @caygri,

I understand and it’s unfortunate – but how could HubSpot possibly know which company is associated with a @gmail.com address?

Again, some of what you’re trying to achieve can be done with workflows (create an associated company record), but that requires a Professional or Enterprise subscription. It can’t be done with a starter license.

Best regards!

7

Like the other crm? From name company? I also use the form in hubspot.

8

Hi @caygri,

What do you mean? I was referring to the HubSpot tool “workflows”, see here: https://knowledge.hubspot.com/workflows/get-started-with-workflows

Best regards!

9

No, I have budle starter but I’m talking about my habit…and how can I use hubspot.

For send quote I need to create fist a deal?

10

Hi @caygri,

Please excuse the late response. Yes, creating a quote requires a deal record. Let me know if you have any additional questions!

Best regards!

11

I spoke with Support and it’s a missed features in Hubspot. It’s meaning, you can duplicated quote but not connected with the client deal. Overwrite old deal of another client.

12

Hi @caygri,

You should be able to create multiple quotes per deal, that should not be an issue?

Best regards

13

the problem start when I duplicate I quote, I cant connect to the deal of other client. it’s overwrite.

14

Hi @caygri,

Correct, you can’t change the associated deal in a cloned quote, this is is expected behavior at the moment.

Let me know if there’s anything else I can help you with.

Cheers!