Sales Hub Onboarding

DH123456
Participant

How do I automate the task of creating a deal?

SOLVE
I'm struggling with something I suspect is very simple, but I can't find a solution (both from the HS Knowledge Base and HS community forums):
 
Problem: I do not want to manually create deals.
Goal: If a Hubspot form is submitted, create a 'Deal'.
 
Question: How do I automate the task of creating a deal?
 
I suspect it is through the act of creating a workflow to do it, but there seems to only be automation AFTER a deal is manually created and placed in a dealflow:
Screenshot 2023-03-08 at 3.58.54 pm.png
 
I'm guessing this may be done using the Lifecycle Stage 'Lead' value, once a form is submitted (which it does do)? However, I still can't figure out how a deal is supposed to be created (other than manually)?
Screenshot 2023-03-08 at 4.03.04 pm.png

 

Using an external service like Zapier, can run a Hubspot <> Hubspot task, but this makes zero sense to me as to why Hubspot can't do that themselves, even on a paid Sales Professional plan. 

Screenshot 2023-03-08 at 3.28.32 pm.png

 

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

How do I automate the task of creating a deal?

SOLVE

Hi @DH123456,

 

Are you on a Professional subscription? If so, you could create a contact-based workflow to achieve this: Menu > Automation > Workflows

 

karstenkoehler_0-1678263088876.png

 

Best regards

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.

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

How do I automate the task of creating a deal?

SOLVE

Hi @DH123456,

 

Are you on a Professional subscription? If so, you could create a contact-based workflow to achieve this: Menu > Automation > Workflows

 

karstenkoehler_0-1678263088876.png

 

Best regards

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.