CRM

Nviale
Member

Lead Acquisition

SOLVE

Hello everybody,

 

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

 

Bye

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2 Accepted solutions
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Lead Acquisition

SOLVE

@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. 

Then update the Lead stage to 'Negotiation'. 



Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

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hamidn
Solution
Member

Lead Acquisition

SOLVE

Hi @Nviale,

 

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".

 

Regards,

 

Muhammad | Pixcell.io

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2 Replies 2
hamidn
Solution
Member

Lead Acquisition

SOLVE

Hi @Nviale,

 

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".

 

Regards,

 

Muhammad | Pixcell.io

HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Lead Acquisition

SOLVE

@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. 

Then update the Lead stage to 'Negotiation'. 



Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

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