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Andrew_S
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Member since ‎Feb 15, 2024
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Andrew_S on January 24, 2025
Templated automation actions for additional lead pipelines
I've hit a bit of a snag with configuring a new lead pipeline. In HubSpot's default lead pipeline, there are automation templates for advancing the lead stage based on outreach and responses. This is incredibly handy and something we've been ut read more
Reply Discussion Workflows
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Andrew_S on February 15, 2024
Update deal stage via workflow triggered by email
Hi all, I'm currently working on a new Deals pipeline where I would like the Deal stage to update if/when an email reply is received from the customer. This functionality is built into Tickets by default, and works well: I have trie read more
Reply Discussion Deals Sales Workflows
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