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GPFlores15
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Member since ‎Dec 21, 2023
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GPFlores15
Contributor
November 27, 2024
Reply to Workflow enrollment trigger when quote is sent for signature
Hello, I am trying to do something similar to this. What is your workflow that triggers when a quote is created or signed?
GPFlores15
Contributor
October 08, 2024
Reply to Need a simple workflow that sends an email to a contact at specific time/day milestones of a Deal
thank you for your help. we will look into this today.
GPFlores15
Contributor
October 08, 2024
Reply to Need a simple workflow that sends an email to a contact at specific time/day milestones of a Deal
Yes, we have enterprise subscription.
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GPFlores15 on October 07, 2024
Need a simple workflow that sends an email to a contact at specific time/day milestones of a Deal
We are looking for a simple workflow that sends out an email to the primary contact of a deal on day 1 of that deal being generated, day 60 of that deal generated, etc.
Reply Discussion Email Deliverability
0 upvote
5 Replies
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GPFlores15 on October 03, 2024
Automatically Send a quote when a deal hits a specific stage or timeline
We are looking to see if it is possible for a quote to be generated and sent to a customer when a deal hits a specific stage or if, for example, the deal hits a milestone like 90 days prior to the expected closed date. This particular use case read more
Reply Discussion CRM Deals
1 upvote
1 Reply
Solved
GPFlores15 on August 12, 2024
Assign a Customer Success Rep as Owner of a custom object
We created a custom object called Onboardings. this will be how we track a new customer onboarding. We want automation to set the owner of the Onboarding Object to match the Customer Success assignment (custom object; field type = HubSpot User) fr read more
Reply Discussion CRM
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1 Reply
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