Tips, Tricks & Best Practices

CScott2
Member

Email automation

SOLVE

Hello

 

i have crm starter which includes the sales starter and marketing starter.

 

when someone completes a specific deal and and has a specific product added to them I want to send a series of emails to them. 

Is this not possible with starter edition?

 

thanks

 

Chris

0 Upvotes
1 Accepted solution
MrJustinGivens
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Email automation

SOLVE

Hey @CScott2, welcome to HubSpot and the community! 

 

With Sales Starter, you won't be able to achieve the automation you want. You can do the following simple automation with Starter.

MrJustinGivens_0-1670106715138.png

You can add some automated emails follows with the deals are closed won or any other stage.

 

To access those automation options, navigate to the Deals settings (loom video😞

 

1. Click on the gear (top right of your portal)

2. Under the Data Management section, expand "Objects"

3. Click on Deals

4. Then click on the Pipelines tab.

5. From there, click on "Automate" under select a pipeline.

 

You can add specific triggers. Within the Starter package, you are allowed to create two different pipelines. 

 

So you could have two separate pipelines to have separate follow-up emails.

 

If you have any follow questions, just let me know.

 



Justin Givens


HUG Leader & Community Champion


Resident HubSpot Nerd | Image in a Box


 
 
 


mobilePhone
(256) 886-8269 | (256) 434-5877

emailAddress
justin@imageianbox.com

website
imageinabox.com

 
Schedule a time to talk

website
Let's connect on LinkedIn
 
 

 









View solution in original post

2 Replies 2
Mna99
Member

Email automation

SOLVE

You must have aware of Astrology and Zodiac; the numerology is a little bit similar to that but it is more intricate and vast. There are many divisions and methods of numerology through which you can receive information about numbers. The main idea of the foundation of numerology is that the systematic universe once broke down and apart into pieces or elements called numbers. Now, using these numbers we can understand individuals and the world in a better way.

0 Upvotes
MrJustinGivens
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Email automation

SOLVE

Hey @CScott2, welcome to HubSpot and the community! 

 

With Sales Starter, you won't be able to achieve the automation you want. You can do the following simple automation with Starter.

MrJustinGivens_0-1670106715138.png

You can add some automated emails follows with the deals are closed won or any other stage.

 

To access those automation options, navigate to the Deals settings (loom video😞

 

1. Click on the gear (top right of your portal)

2. Under the Data Management section, expand "Objects"

3. Click on Deals

4. Then click on the Pipelines tab.

5. From there, click on "Automate" under select a pipeline.

 

You can add specific triggers. Within the Starter package, you are allowed to create two different pipelines. 

 

So you could have two separate pipelines to have separate follow-up emails.

 

If you have any follow questions, just let me know.

 



Justin Givens


HUG Leader & Community Champion


Resident HubSpot Nerd | Image in a Box


 
 
 


mobilePhone
(256) 886-8269 | (256) 434-5877

emailAddress
justin@imageianbox.com

website
imageinabox.com

 
Schedule a time to talk

website
Let's connect on LinkedIn