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Internal email when deal is created

BLevin
Participant

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 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

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.

Voir la solution dans l'envoi d'origine

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3 Réponses 3
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

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 Votes
Patti_R
Contributeur

Hi @karstenkoehler I came in search of a similar question. The one difference is I have a contact based workflow to create the new deal, update a bunch of properties, and then send the email notification. I can't find the Deal ID in the list of available tokens for the email notification. I've tried a few different test emails, include the one below using "The created object" token but that doesn't take us to the deal. Do I need to have a separate workflow for the email notification that's triggered when the above referenced workflow is complete? Thanks in advance!  

Patti_R_0-1746041301333.png

 

0 Votes
BLevin
Participant
Thank you!!!!
0 Votes