Our website allows visitors to register via an HS form. With each registration, 3 objects are created and associated to each other:
Contact
Company
Deal
Contacts receive an automatic email confirmation after submitting a form (marketing email that starts based on a HS-workflow). The associated deal is added to our MQL pipeline stage 'NEW'.
(Q1) The automatic email confirmation is only associated to the contact person and not to the deal and company. Can I set this up differently?
In our process, all deals are manually reviewed.
A deal owner is manually assigned.
Based on deal potential, the deal is moved to our SQL pipeline or moved to MQL pipeline stage 'waitlist'.
Deals we move to stage 'waitlist' do not currently meet the requirements to become a customer with our company. I have set up this pipeline so that I do not lose track of these deals.
Once a deal is moved to 'waitlist' a new workflow starts that sends a HS marketing email to the associated contact.
(Q2) The automatic waitlist emails are not attached to the deal and company. I only see a log 'workflow X started'. I am annoyed that I cannot see the correspondence.
tl;dr: It's not recommended to use pipelines for lead management but only for opportunity management. For MQLs and SQLs deals should not be created yet. These should still be contacts and if that was the case, you could see those marketing emails directly on the contact records.
I understand that this might be a big change to how you're currently working but it is also the #1 mistake I see when companies start using the HubSpot sales tools. It's going to complicate reporting in the future and make some use cases harder, require additional steps and require more effort.
If you stick to your current method, keep in mind that moving deals between pipelines will also break many default deal reports.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
tl;dr: It's not recommended to use pipelines for lead management but only for opportunity management. For MQLs and SQLs deals should not be created yet. These should still be contacts and if that was the case, you could see those marketing emails directly on the contact records.
I understand that this might be a big change to how you're currently working but it is also the #1 mistake I see when companies start using the HubSpot sales tools. It's going to complicate reporting in the future and make some use cases harder, require additional steps and require more effort.
If you stick to your current method, keep in mind that moving deals between pipelines will also break many default deal reports.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer