Tips, Tricks & Best Practices

JCiszewski
Membro

Closing a Conversation based on Contact property value

resolver

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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JessicaBaskey
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Top colaborador(a) | Parceiro Platinum
Top colaborador(a) | Parceiro Platinum

Closing a Conversation based on Contact property value

resolver

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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kennedyp
Gerente da Comunidade
Gerente da Comunidade

Closing a Conversation based on Contact property value

resolver

Thanks for the post @JCiszewski

 

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

 

Best, 
Kennedy


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JessicaBaskey
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Top colaborador(a) | Parceiro Platinum
Top colaborador(a) | Parceiro Platinum

Closing a Conversation based on Contact property value

resolver

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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