Internal pop-up notifications

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Occasional Contributor

Hi there,

 

Is there a way that you could create a pop-up for salespeople using HubSpot that when they move a deal to lost, they can confirm to send an automatic follow up email to the client?

 

 

Thanks!

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1 Accepted solution

Accepted Solutions
Regular Contributor

Hey Angela,

 

Possible solutions to your use case:
CRM free or Sales Hub Starter:

Create a custom property with Property type" single checkbox" and add that property in "Update Stage Properties" in Deal Pipeline Settings. Your reps can check that property in the popup. 

Sales Hub Professional or Enterprise: 

Create workflow automation which will create a task for your sales rep to send email or email sequence. 

Any Plan and have Zapier 

Integrate your reps email and Hubspot with Zapier. Add trigger as Deal Update to Closed Lost and Action as Follow-up email

 

In case of any issue, just reply or book a meeting here https://meetings.hubspot.com/adeel8

 

If your problem solved, don't forget to mark it as an accepted solution. 

 

Thanks

1 Reply 1
Regular Contributor

Hey Angela,

 

Possible solutions to your use case:
CRM free or Sales Hub Starter:

Create a custom property with Property type" single checkbox" and add that property in "Update Stage Properties" in Deal Pipeline Settings. Your reps can check that property in the popup. 

Sales Hub Professional or Enterprise: 

Create workflow automation which will create a task for your sales rep to send email or email sequence. 

Any Plan and have Zapier 

Integrate your reps email and Hubspot with Zapier. Add trigger as Deal Update to Closed Lost and Action as Follow-up email

 

In case of any issue, just reply or book a meeting here https://meetings.hubspot.com/adeel8

 

If your problem solved, don't forget to mark it as an accepted solution. 

 

Thanks