Lists, Lead Scoring & Workflows

Carmel97
Participant

Aloware

SOLVE
is it possible to get an automation to send out something like this time a deal is assigned to me on aloware?

Hi Kevin, this is Joel. I am one of the directors of the company that has been assigned to you. Looking forward to our call at 3:00!
0 Upvotes
1 Accepted solution
Gilempert
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Aloware

SOLVE

Hi @Carmel97 !

 

To do this, you will need the workflow tool in HubSpot.

 

Here's a video that shows you how it works, you would have to change the trigger of course.

 

Hope it helps!

Gisele Lempert

Co-Fundadora

Vende Más

HubSpot Certified Trainer - HubSpot Certified Partner

website
https://www.vendemas-mkt.com/
Programa un entrenamiento

View solution in original post

4 Replies 4
Gilempert
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Aloware

SOLVE

Hi @Carmel97 !

 

To do this, you will need the workflow tool in HubSpot.

 

Here's a video that shows you how it works, you would have to change the trigger of course.

 

Hope it helps!

Gisele Lempert

Co-Fundadora

Vende Más

HubSpot Certified Trainer - HubSpot Certified Partner

website
https://www.vendemas-mkt.com/
Programa un entrenamiento
Carmel97
Participant

Aloware

SOLVE

what will be the hubspot filter ; everytime a new deal is assigned to me it will send a text message in aloware contact/deal

0 Upvotes
Gilempert
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Aloware

SOLVE

Yes, it would be based on deal creation and it being assigned to you. Make sure to test it before turning it on 🙂

 

 

Gisele Lempert

Co-Fundadora

Vende Más

HubSpot Certified Trainer - HubSpot Certified Partner

website
https://www.vendemas-mkt.com/
Programa un entrenamiento
DianaGomez
Community Manager
Community Manager

Aloware

SOLVE

Hi @Carmel97, thanks for your question.

 

Let's check with our experts if they have any suggestions for you.

Hi @Gilempert , @JuanGomez0818 , @Lucila-Andimol , @LautaroDelPlato -  do you have any insights that might help @Carmel97  with their goal?

 

Thanks everyone for contributing.

Best regards, Diana


HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
Learn More.


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuarciones!
0 Upvotes