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Sales Hub Onboarding

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Solucionado

DH123456 on Março 08, 2023

How do I automate the task of creating a deal?

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 Leia mais

Responder Deals Professional Workflows

0 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Março 08, 2023 03:12

Hi @DH123456 , Are you on a Professional subscription? If so, you could create a contact -based workflow to achieve this: Menu > Automat...Leia mais

Solucionado

marshall_parr on Novembro 18, 2022

Create a deal each time a sequence is sent

I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm Leia mais

Responder Deals Sequences Workflows

0 avaliações positivas

5 Respostas

Accepted Solution

franksteiner79

Conselheiro(a) de destaque

Novembro 18, 2022 04:10

Hi @marshall_parr Would you be able to share the full workflow, or give an indication of the delays and actions that are happening in it? Al...Leia mais

Solucionado

RSiddula on Abril 27, 2022

Lead rotate workflow

Hello Community Hope everyone is doing well. My Org have been maintaining the workflow for Lead rotation and it's working fine but we have some isseus with the workflow, 1. Number of leads allocation between SalesRep is not equal (not sure Leia mais

Responder Workflows

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1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 27, 2022 09:20

Hi @RSiddula , How are you measuring whether the lead allocation is evenly distributed? Regarding your second point, this seems like a b...Leia mais

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