Jul 10, 20189:26 AM - bearbeitet Jan 9, 20205:26 PM
Vordenker/-in
Auto-create tasks for new contacts
lösung
Q: Will HubSpot auto-create tasks when we enter new contacts??
Short A: Not exactly, but HubSpot can still do it for you automatically ..
Longer A:
You'll want to build a little workflow that creates a task for 'new' contacts (e.g., created after today?) and only created by you. Naturally, you'll need to tell HubSpot what should be included in the tasks.
(see image)
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Jul 10, 20189:26 AM - bearbeitet Jan 9, 20205:26 PM
Vordenker/-in
Auto-create tasks for new contacts
lösung
Q: Will HubSpot auto-create tasks when we enter new contacts??
Short A: Not exactly, but HubSpot can still do it for you automatically ..
Longer A:
You'll want to build a little workflow that creates a task for 'new' contacts (e.g., created after today?) and only created by you. Naturally, you'll need to tell HubSpot what should be included in the tasks.
(see image)
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
I want to be able to auto-create a task when I change property. Let's say if change lead status to a specific option, I want it to automatically create a task for me. Is this gonna work using this automation?