Listas, calificación de leads y workflows

DSuquilanda
Mitglied

Creating a Workflow Around Contact Import

lösung

Hello,

 

I would like to create a workflow that begins when I import a contact into HubSpot CRM. 

For instance, if I import a contact into Hubspot from a chrome extension, I would like for the contact's lead status to be automatically updated, then enrolled in a sequence.

 

Hope this is clear.

 

Thanks in advance!

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Creating a Workflow Around Contact Import

lösung

Hi @DSuquilanda,

 

This can be done but requires a Sales Hub or Service Hub Enterprise subscription. A contact-based workflow could look like this:

 

karstenkoehler_1-1637161712100.png

Best regards!

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.

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Creating a Workflow Around Contact Import

lösung

Hi @DSuquilanda,

 

This can be done but requires a Sales Hub or Service Hub Enterprise subscription. A contact-based workflow could look like this:

 

karstenkoehler_1-1637161712100.png

Best regards!

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.