CRM

BLevin
Participante

Internal email when deal is created

resolver

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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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Internal email when deal is created

resolver

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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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Internal email when deal is created

resolver

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.

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BLevin
Participante

Internal email when deal is created

resolver
Thank you!!!!
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