Recommandation Partners

Smart CRM & Sales Hub CRM
1

Hello,
When new transactions are entered into hubspot under ‘request to be processed’, depending on the pipeline and certain properties (country, city, type of business, etc.), I would like to have a tool that would allow me to propose partners (already registered on hubspot).

An application on the market, hubspot tools…

Thank you :slightly_smiling_face:
Have a nice day

2

HEy @PBertin the best way to do this is probably branches in workflows, you would say “if deal has X value go down this branch” then the branch would have an action for “edit record” which could set a partner on a contact property.