Sales Integrations

joshstockel
Membro

Calendly submission into a deal in Sales Pipeline

I signed up for calendly and it has a hubspot integration. My first signup on Calendly showed up in Hubspot as a contact but how can I have these sign ups automatically show up as a deal in my sales pipeline?

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JessicaH
Alunos da HubSpot
Alunos da HubSpot

Calendly submission into a deal in Sales Pipeline

Hi @joshstockel,

 

Thanks for reaching out.

It seems like the integration is set up in a way that it automatically creates contacts.
If you want to automate deals you would have to set up a workflow. This feature is available for Sales Hub Professional and Enterprise users.

 

Take care!

Jess

 


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