Hi! I faced interesting problem this week: I would like to have email notification everytime when the deal stage is changed to "Closed Won" or "Closed Lost". The problem is that email should contain the name of the deal, associated company, contact details and the amount of the deal.
The best solution would be to create task for the deal automaticly and assign that for me. So I suggest that Hubspot add a feature to create workflows for deals too.
This is now possible with deal-based workflows available in Sales Hub Professional and Sales Hub Enterprise.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.