How could I do it so that every time I contact someone by email for the first time, a lead is automatically created? Furthermore, I would like to ensure that if this person answers me, the system recognizes it and switches me from Lead to Negotiations
@Nviale - If you have access to workflows in HubSpot, create a contact-based workflow which enrolls contacts when there is a value in the 'Last contacted' contact property. Alternatively, enroll when the contact is associated to an activity which is an outgoing email.
The workflow action can be to create a Lead record against the contact.
Then delay until the property 'Recent sales email replied date' is known.
Your requirement is to create a new contact in HubSpot everytime you email someone from your email and if they reply it marks them in Negotiations. You can do this by following the steps below:
1. Link your email with HubSpot and enable tracking for auto contact creation by following this Guide.
2. Create a new Lead Status Called Negotiations
3. Create a workflow with the same trigger and delay as highlighted by @HFisher7 above, but modify the action to "Update Lead Status of that Contact to Negotiations".
Your requirement is to create a new contact in HubSpot everytime you email someone from your email and if they reply it marks them in Negotiations. You can do this by following the steps below:
1. Link your email with HubSpot and enable tracking for auto contact creation by following this Guide.
2. Create a new Lead Status Called Negotiations
3. Create a workflow with the same trigger and delay as highlighted by @HFisher7 above, but modify the action to "Update Lead Status of that Contact to Negotiations".
@Nviale - If you have access to workflows in HubSpot, create a contact-based workflow which enrolls contacts when there is a value in the 'Last contacted' contact property. Alternatively, enroll when the contact is associated to an activity which is an outgoing email.
The workflow action can be to create a Lead record against the contact.
Then delay until the property 'Recent sales email replied date' is known.