CRM

Hengwho
Participant

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,

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

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.

 

Best,
Frank

Author "Perfect HubSpot" Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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0 Upvotes
1 Reply 1
MFrankJohnson
Solution
Thought Leader

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.

 

Best,
Frank

Author "Perfect HubSpot" Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes