Action Prospects into Companies from Workflow

: Idea Submitted
EmilJepsen
Submitted by EmilJepsen on ‎02-13-2019 03:39

Hi there,

 

We're really fond of the HubSpot feature Prospects tool, but it requires too many resources for us to manually check this site every day.

 

Therefore it would be awesome if we could enroll Prospects into a Workflow, so it after some certain criteria automatically creates the company and automatically assign that company to a contact owner.

 

A workflow could be:

 

1. Enroll Prospect where "Number of page views is greater than 5"

2. Add Company to HubSpot database

3. Set Property "Company Owner"

4. Create task

 

This workflow would save us a lot of time since we don't have to manually add companies and handpick the ones that we need to contact or look further into.

 

Kind regards,

Emil Jepsen

helphouse.io

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2 Replies
JoeDavies
JoeDavies Esteemed Contributor | Gold Partner
Esteemed Contributor | Gold Partner
‎02-14-2019 07:39

This would be an amazing feature!

rtruncale
rtruncale
Occasional Contributor
‎03-07-2019 12:59

Would be great to build out an automated process to create a company and associate it to the deal and contact. About 70% of our clients use a free domain resulting in a ton of missing companies. We have a field on our forms for Company Name. This name is written to the deal created, and would be great to be used for this company process.