CRM

TMalpetti
Member

Automatically create tasks according to deal stage

SOLVE

Is it possible to automatically create a task when moving the deal to a new stage?

0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Automatically create tasks according to deal stage

SOLVE

Hi @TMalpetti

 

You can do this with workflows if you have HubSpot Sales Pro or Marketing Pro. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

0 Upvotes
1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Automatically create tasks according to deal stage

SOLVE

Hi @TMalpetti

 

You can do this with workflows if you have HubSpot Sales Pro or Marketing Pro. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes