Lists, Lead Scoring & Workflows

IHemmingsson
Member

Deals based from list

SOLVE

Hi!

 

I have a list of contacts which are logged in our email. When someone replies to my email I want them to automatically appear as the first stage in "Deals". How do I do this? 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deals based from list

SOLVE

Hi @IHemmingsson,

 

This would require a Professional subscription and access to workflows: https://knowledge.hubspot.com/workflows/create-workflows

 

You could use the Recent sales email replied date, and enroll contacts into a contact-based workflow when this property's value is known.

 

You would then use the Create record workflow action to create a deal in your desired stage.

 

Without a Professional subscription, this is not possible

 

Let me know if you have any follow-up questions!

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.

View solution in original post

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deals based from list

SOLVE

Hi @IHemmingsson,

 

This would require a Professional subscription and access to workflows: https://knowledge.hubspot.com/workflows/create-workflows

 

You could use the Recent sales email replied date, and enroll contacts into a contact-based workflow when this property's value is known.

 

You would then use the Create record workflow action to create a deal in your desired stage.

 

Without a Professional subscription, this is not possible

 

Let me know if you have any follow-up questions!

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.

0 Upvotes