Tips, Tricks & Best Practices

JCiszewski
Membre

Closing a Conversation based on Contact property value

Résolue

Hi there!

 

I'm new to HubSpot.

 

I'd like to know if I can create a workflow which would be closing conversations from my inbox based on a contact propoerty value.

 

I want to close any conversation in my inbox that has a certain value in the Lead status / Lifecycle stage property.

 

Thank you for any help.

Best,

Jakub

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1 Solution acceptée
JessicaBaskey
Solution
Contributeur de premier rang | Partenaire solutions Platinum
Contributeur de premier rang | Partenaire solutions Platinum

Closing a Conversation based on Contact property value

Résolue

Hi Jakub, 

 

It looks like this is currently an idea on the ideas forum.

This means that as of now there is no HubSpot default action that would allow you to close a conversation with a workflow. 

That being said there is the option of adding custom code as explained by another user in the idea. You could give that a try if you'd like. 

 

Regardless, I would recommend giving the idea an upvote. 🙂 

 

Best regards, 

Jess

Jessica Hörnschemeyer

HubSpot Expert⎮ Implementation and Consultation

Baskey Digital

emailAddress
jessica@baskey.eu
website
www.baskeydigital.com
Book a consultation

Voir la solution dans l'envoi d'origine

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2 Réponses
kennedyp
Gestionnaire de communauté
Gestionnaire de communauté

Closing a Conversation based on Contact property value

Résolue

Thanks for the post @JCiszewski

 

I upvoted that post too @JessicaBaskey -- thank you! 

 

Best, 
Kennedy


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0 Votes
JessicaBaskey
Solution
Contributeur de premier rang | Partenaire solutions Platinum
Contributeur de premier rang | Partenaire solutions Platinum

Closing a Conversation based on Contact property value

Résolue

Hi Jakub, 

 

It looks like this is currently an idea on the ideas forum.

This means that as of now there is no HubSpot default action that would allow you to close a conversation with a workflow. 

That being said there is the option of adding custom code as explained by another user in the idea. You could give that a try if you'd like. 

 

Regardless, I would recommend giving the idea an upvote. 🙂 

 

Best regards, 

Jess

Jessica Hörnschemeyer

HubSpot Expert⎮ Implementation and Consultation

Baskey Digital

emailAddress
jessica@baskey.eu
website
www.baskeydigital.com
Book a consultation
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