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CAlvarezCJ
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CAlvarezCJ
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March 17, 2025
Reply to Any tips on how to automate Thank you Email and Onboarding process after Client sends 1st payment
Hello JSumague, Thank you for your response! We're looking to integrate Zapier with HubSpot instead of using the workflow and would love some guidance...read more
CAlvarezCJ on March 16, 2025
Any tips on how to automate Thank you Email and Onboarding process after Client sends 1st payment
Hello, I’m looking for a way to automate the post-sales process in HubSpot without using the Deals pipeline. Our main goal is to ensure that once a client makes their first payment (setup fee + first monthly subscription), they automatically rec read more
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