Lists, Lead Scoring & Workflows

AAgarwala
Participante

Creating a workflow for customer onboarding

resolver

I want to create a customer onboarding workflow which sends emails to contacts associated to Deals automatically when the Company Type changes from Prospect to Customer.

 

Is there a way I can do that?

2 Soluciones aceptadas
danmoyle
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Creating a workflow for customer onboarding

resolver

@AAgarwala you sure can! 

 

Make a Deal-based workflow, choose the Company property you need (in my example it's Lifecycle stage = Customer) then send an email to the associated Contacts. 

 

Here's a 1-minute video of me doing this.

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

Ver la solución en mensaje original publicado

danmoyle
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Creating a workflow for customer onboarding

resolver

When you go to publish your worklfow, it will ask you whether you want to send it to all who are currently marked as the critieria you've set, or only those moving forward. It's in your control! 😊

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

Ver la solución en mensaje original publicado

0 Me gusta
4 Respuestas 4
danmoyle
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Creating a workflow for customer onboarding

resolver

@AAgarwala you sure can! 

 

Make a Deal-based workflow, choose the Company property you need (in my example it's Lifecycle stage = Customer) then send an email to the associated Contacts. 

 

Here's a 1-minute video of me doing this.

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
AAgarwala
Participante

Creating a workflow for customer onboarding

resolver

Thanks Dan,

Quick follow up question, will this workflow send the onboarding email to those who have already received it or only to those who become new customer?

0 Me gusta
danmoyle
Solución
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Creating a workflow for customer onboarding

resolver

When you go to publish your worklfow, it will ask you whether you want to send it to all who are currently marked as the critieria you've set, or only those moving forward. It's in your control! 😊

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Me gusta
AAgarwala
Participante

Creating a workflow for customer onboarding

resolver

thanks Dan, that was a quick help. Appreciate it.