CRM

BLevin
Participant

Internal email when deal is created

SOLVE

Is there a way to send a deal owner and manager an internal email when a new deal is created (regardlessof stage).  That way when sales support enters the deal, the rep knows it is ready automatically

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Internal email when deal is created

SOLVE

Hi @BLevin,

 

Sure thing, it does however require a Sales Hub Professional or Enterprise subscription and access to workflows: https://knowledge.hubspot.com/workflows/choose-your-workflow-actions

  1. Enroll deals "When filter criteria is met" > "Create date is less than 1 day ago"
  2. Send internal email notification

In Starter subscriptions or free portals, this is not possible.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Internal email when deal is created

SOLVE

Hi @BLevin,

 

Sure thing, it does however require a Sales Hub Professional or Enterprise subscription and access to workflows: https://knowledge.hubspot.com/workflows/choose-your-workflow-actions

  1. Enroll deals "When filter criteria is met" > "Create date is less than 1 day ago"
  2. Send internal email notification

In Starter subscriptions or free portals, this is not possible.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
BLevin
Participant

Internal email when deal is created

SOLVE
Thank you!!!!
0 Upvotes