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LeeHouse

‎jul 28, 2017 8:03 AM

Participante

Can I Create a new Deal Link rather than having to us the API

resolver

Hi.

We have a Quote/Order database that uses Lotus Notes. (i know)

This works for us as its been tuned to our company needs. 

However we are using Hubspot CRM for the Company Managment side.

My question is, is there a default web link to create a new deal? So that when we are creating quotes we can click a button that opens up a new Webpage with a new Deal ready to be filled in. Im not bothered that we will have to fill in the companies details just tryig to find a workflow.

I have see the create Deal API but this wont work for us.

Thanks in Advance

 

Lee

 

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Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum

‎jul 28, 2017 9:55 AM

Especialista reconhecido(a) | Parceiro Platinum

Can I Create a new Deal Link rather than having to us the API

resolver

Hi @LeeHouse,

 

We helped a client achieve this in the past. What we did was create a form for the deal information and then set up a workflow that would automatically create a deal for a specific pipeline. 

 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum

‎jul 28, 2017 9:55 AM

Especialista reconhecido(a) | Parceiro Platinum

Can I Create a new Deal Link rather than having to us the API

resolver

Hi @LeeHouse,

 

We helped a client achieve this in the past. What we did was create a form for the deal information and then set up a workflow that would automatically create a deal for a specific pipeline. 

 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Can I Create a new Deal Link rather than having to us the API
Hi @LeeHouse,   We helped a client achieve this in the past. What we did was create a form for the deal information and then set up a workflow that would automatically create a deal for...
Hi @LeeHouse,   We helped a client achieve this in the past. What we did was create a form for the deal information and then set up a workflow that would automatically create a deal for...
Sales
Jul 28, 2017