CRM

tlin
Participant

Auto create deal

SOLVE

In the inbox setting - automation, we can turn on the 'treat new ticket ' toggle so hubspot auto creates a ticket. 

If we have a dedicated sales email channel added in hubspot, can we change auto-create ticket to auto-create deals when a new conversation comes in. 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Auto create deal

SOLVE

Hi @tlin,

 

This is currently not supported. You can find all ways to create deals listed here: https://knowledge.hubspot.com/deals/create-deals

 

With a Professional or Enterprise subscription, you could use workflows to build your own automation to create deals. I'd approach this by enrolling contacts created from conversations into a contact-based workflow (Original source drill-down 1 is CONVERSATIONS), followed by a step that creates a deal.

 

If you feel strongly about this being a native feature, you could suggest it in the HubSpot Ideas section of the community. The product team reviews these suggestions based on popularity: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
Drew_Cohen
Top Contributor

Auto create deal

SOLVE

I'd totally agree with this. Having the ability to auto create Deals instead of Tickets would be a massive help. Currently, we have to auto create a Ticket (so that it stores the initial email information that comes in), then use a workflow to then copy all the Ticket info over to a Deal. I'd love to see this feature and I know a lot of others would too.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Auto create deal

SOLVE

Hi @tlin,

 

This is currently not supported. You can find all ways to create deals listed here: https://knowledge.hubspot.com/deals/create-deals

 

With a Professional or Enterprise subscription, you could use workflows to build your own automation to create deals. I'd approach this by enrolling contacts created from conversations into a contact-based workflow (Original source drill-down 1 is CONVERSATIONS), followed by a step that creates a deal.

 

If you feel strongly about this being a native feature, you could suggest it in the HubSpot Ideas section of the community. The product team reviews these suggestions based on popularity: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.