Automatic email when deal enters a stage?

SOLVE
triniverse
Member

Hello!

 

We have a 3rd party form that automatically adds a new deal to one of two stages when submitted. If the deal is added to Stage A, all is good. If it is added to Stage B, we'd like to automatically send an email (based on a standard template) when the deal is added.

 

Is this a possibility, and what services/plans would I need to make this happen?

 

Thanks in advance.

 

Cheers,

Jason

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1 Accepted solution

Accepted Solutions
himanshurauthan
Solution
Key Advisor | Platinum Partner

Hello @triniverse 

 

You can defintely do this very easily with the help of Sales Hub Professional Plan as its one of that allows automation based on Deals. You can create Deal based workflows like this way:

Screenshot_2019-09-19 Unnamed Deal workflow HubSpot.png

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology

View solution in original post

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2 Replies 2
himanshurauthan
Solution
Key Advisor | Platinum Partner

Hello @triniverse 

 

You can defintely do this very easily with the help of Sales Hub Professional Plan as its one of that allows automation based on Deals. You can create Deal based workflows like this way:

Screenshot_2019-09-19 Unnamed Deal workflow HubSpot.png

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology

View solution in original post

0 Upvotes
triniverse
Member

Thanks Himanshu, appreciate it! That answered my question 🙂