Feb 23, 2022 9:46 AM
Do you know of a way to create a task for a sales rep in Dynamics 365 based on form submissions or updated properties in HubSpot? We need to be able to notify sales if a contact reaches a certain score, submits a form etc.
I am interested in any solution, workflow, API, whatever works 😅
Feb 24, 2022 9:05 AM - edited Feb 24, 2022 9:05 AM
Hi! I believe the easiest way to do this would be:
- A workflow (with Operations Hub) to trigger a workflow with a form submission, a certain score, or whatever criteria you're wanting as the criteria
- set an action for "send a webhook"
- connect that webhook to an integration tool that allows for Task creation in Dynamics (something like Trey.io or Workato)
Feb 25, 2022 3:47 AM
Thank you! 😃 This looks like a good solution. I will have to look into Operations hub Professional.