クリエイティブな才能を開花させよう

In our business activities we sometimes need to act as an intermediary between two parties. For that reason I would like to have an option of assigning automaticaly contacts to a Deal, when Deal reaches specific part of the Pipeline.   Is there any way to do that?   Expected Scenario: 1. Deal reaches stage "Partner" 2. HubSpot automaticaly assigns Conctsta based on Contact Properties. 3. Deal in "Partner" stage has one Contact from previous stages and newly assigned Contact from stage 2. ...その他を表示

During "Normal" business hours Mon-Fri 8 to 4:45 EST we would like to skip the last step in a new lead's workflow, specifically we don't want an email to go out. The expectation being, our team will give that person a call momentarily. After hours and on weekends, we'd like the submitter to receive an email from us.   I've confirmed with Hubspot Support and "at this time the most granular we can get with the actioning is using a "delay until X day and X time" (outlined a bit more here), as I see you have inserted in your workflow test here. There is not an action or setting by which we can say if they submitted the form at X time, send the email vs at Y time do not send the email due to the rep personally reaching out."   Please up vote.  ...その他を表示