Action Prospects into Companies from Workflow
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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