CRM

FNewald
Member

automated deal creation

SOLVE

Is it possible to create a workflow which automatically creates a deal when a email is forwarded to the Forwarding adress (incoming) in HubSpot?

I only know that it is possible if the CRM system creates a new contact, but what if the contact is already known? 

Thanks in advance.

Fabian

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

automated deal creation

SOLVE

Hi @FNewald,

 

I haven't tested this but I'd approach this via the activity that is being associated with the contact when you're logging an email to the record. You should be able to reference this email via the Email subject (or any other suiting email-related) activity property:

 

karstenkoehler_0-1629098514995.png

 

If you make sure that the subject line of your fowarded email is always equal to or always contain certain words, that should work.

 

Let me know how you get along!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

automated deal creation

SOLVE

Hi @FNewald 

hope you are doing well

If you are a PRO user

you can now create a deal from conversations.

You just need to configure your forwarding adress in your inbox

and then you can set this WF

Deal from email in Hubspot_AndimolDeal from email in Hubspot_Andimol

Hope this helps too.

Have good day!

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

automated deal creation

SOLVE

Hi @FNewald,

 

I haven't tested this but I'd approach this via the activity that is being associated with the contact when you're logging an email to the record. You should be able to reference this email via the Email subject (or any other suiting email-related) activity property:

 

karstenkoehler_0-1629098514995.png

 

If you make sure that the subject line of your fowarded email is always equal to or always contain certain words, that should work.

 

Let me know how you get along!

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.

VSonne4
Participant | Diamond Partner
Participant | Diamond Partner

automated deal creation

SOLVE

Hi @karstenkoehler.  This workflow is exactly what I'm looking for, however, I need contacts to enroll multiple times.  Any ideas on how to re-enroll contacts if they meet the criteria again?  Since the activities are available for re-enrollment, how would you get contacts through the workflow multiple times?  Thanks!

0 Upvotes