Tips, Tricks & Best Practices

MBrown999
Member

Automatically creating a deal -- is this still the best solution?

SOLVE

Hi,

 

This post is going on 5 years old. Is Phil's solution of creating bespoke fields in the contact form and then creating a workflow to copy those fields to a deal record still the only way to automatically create a deal?

https://community.hubspot.com/t5/CRM/Automatically-Create-Deal-When-Contact-Is-Created/m-p/300097#:~....

 

Is this still the only way to do this really?

 

Cheers!

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically creating a deal -- is this still the best solution?

SOLVE

Hi @MBrown999,

 

I'd say so, yes, this still holds true 🙂

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically creating a deal -- is this still the best solution?

SOLVE

Hi @MBrown999,

 

I'd say so, yes, this still holds true 🙂

 

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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MBrown999
Member

Automatically creating a deal -- is this still the best solution?

SOLVE

Thank you Karsten. I was afraid you were going to say that. Do you know what most organisations do? Do they do anything automated as the workflow, or rather, do they just have disciplined practices and manual processes by which they use to create the deals? Our organisation is new to CRM as well as Sales best practices really.

 

Kind regards,
Michael

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