Auto brings deals from non-customer to THE pipeline
SOLVE
Hi guys,
We are now shifting from old CRM to hubspot, since multiple people will go into Hubspot to create deals onwards, we want to have a default setting such as if the company is not yet a customer in "TYPE", all the deals belong to that conpany automatically goes to the "NEW CUSTOMER PIPELINE". I tried to create a workflow, could not find a relevant option for "ACTION", any suggestions? Thanks,
Auto brings deals from non-customer to THE pipeline
SOLVE
There is currently no built-in way to 'limit' contacts (old or new) to a specific pipeline in HubSpot. Honestly, can't even think of a way to solve for your 'non-customer pipeline' use case without custom development.
Help answer your question? If so, remember to accept this solution now.
Auto brings deals from non-customer to THE pipeline
SOLVE
There is currently no built-in way to 'limit' contacts (old or new) to a specific pipeline in HubSpot. Honestly, can't even think of a way to solve for your 'non-customer pipeline' use case without custom development.
Help answer your question? If so, remember to accept this solution now.