This type of automation is available in Sales Hub Professional, not in Sales Hub Starter, unfortunately. It can be accomplished with workflows and could look like this example of a deal-based workflow:
It looks like you're on a Starter subscription. Out of the box, this cannot be achieved with that license level and I'm not aware of any workarounds. There might be some using integrations (e.g. Zapier) from the HubSpot App Marketplace.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Hi @ZMathoo , Yes you can achive this workflow with marketing pro or sales pro. With the meeting type know, you can set deal stage property to the deired stage. Workflow will look something like this:
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
This type of automation is available in Sales Hub Professional, not in Sales Hub Starter, unfortunately. It can be accomplished with workflows and could look like this example of a deal-based workflow:
It looks like you're on a Starter subscription. Out of the box, this cannot be achieved with that license level and I'm not aware of any workarounds. There might be some using integrations (e.g. Zapier) from the HubSpot App Marketplace.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer