Automatically create tasks according to deal stage

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TMalpetti
Member

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

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @TMalpetti

 

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

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @TMalpetti

 

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

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

0 Upvotes