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JHaselden
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Member since ‎Jun 16, 2022
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James Haselden

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JHaselden on June 16, 2022
Create a task when sending email
Hello Is it possible to make hubspot create a deal or even just a task to follow up when sending an email from outlook? I track emails using the hubspot extension. I am trying to set up a workflow that recognises that I have sent an email read more
Reply Discussion Workflows
0 upvote
10 Replies
JHaselden
Member
June 16, 2022
thats great, I knew I needed the activity section but for the life of me I couldn't find it. got it working and its creating deals and tasks as neede...read more
Solved
JHaselden on June 16, 2022
Create a task when sending email
Hello Is it possible to make hubspot create a deal or even just a task to follow up when sending an email from outlook? I track emails using the hubspot extension. I am trying to set up a workflow that recognises that I have sent an email read more
Reply Discussion Workflows
0 upvote
10 Replies
JHaselden
Member
June 16, 2022
thats great, I knew I needed the activity section but for the life of me I couldn't find it. got it working and its creating deals and tasks as neede...read more
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