Creating Deal-Based Workflows in HubSpot
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Күн бұрынDeal-based workflows in HubSpot can help you automate the actions that you want to happen consistently when a deal is at a specific stage of the sales process. This may include tasks, text alerts, internal emails, and more!
In this short video, we show you how to set up your first HubSpot deal-based workflow by reviewing:
- Where to find deal-based workflows inside HubSpot
- Basic steps and best practices to get started on deals
- How to customize your workflows
- How to send notifications out easily in HubSpot for deal-based workflows
If you haven’t set up your deal stages in HubSpot, you’ll need to do that first - check out this deal stages video to do that: • Understanding The Lead...
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📚ADDITIONAL RESOURCES:
Want to integrate your HubSpot and Slack? Here’s a video on that: • Integrating Slack with...
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZfaq series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼♀️Ali Schwanke ( / alischwanke )
🙎🏼♂️Tyler Sprunk ( / getsprunk )
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💬QUESTIONS OR FEEDBACK?
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@HubSpotHacks Жыл бұрын
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@sprockettalk 4 жыл бұрын
I love this feature for sure! It can be a total time saver and make the drag & drop functionality of deal stages almost magical!
@HubSpotHacks 4 жыл бұрын
+HubSpot Sprocket Talk yes! Right on!
@thestateofmedtech 4 ай бұрын
Thanks Ali =)
@HubSpotHacks 3 ай бұрын
definitely!
@lukefarrerjohnson 3 жыл бұрын
Hi there - we are looking to use Hubspot and are looking at how it works alongside other systems etc - do you have any videos or content detailing the products and quoting aspect? It seems in Deals much like Salesforce we have to decide whether the products and quoting function is worth using in HS or just to use Deals as basic 'values' and quote outside. Just wanting to get a feel for the sophistication of the HS quoting tool. Any help much appreciated!
@HubSpotHacks 3 жыл бұрын
The HubSpot Quote tool is a free CRM tool and is easy to set-up and use. At the Pro level, you can also create a Product library, use e-signature and a few payment options. A custom quote building tool is in beta testing at this time.
@whitneyhesmer6648 3 жыл бұрын
Hi there, any tips for an onboarding pipeline? To automate the onboarding process once customers have signed up
@HubSpotHacks 3 жыл бұрын
Good question - are you wanting to automate some tasks/emails, etc once they are "closed won"?
@ketki-_- 11 ай бұрын
@@HubSpotHacksyes I am.. Can you help me out with that? Basically have a post purchase email workflow but confuse right now what the trigger should be
@tylerburton8095 3 жыл бұрын
Can I create a workflow in HubSpot when a deals 'Close Date' is considered expired or past due? I want to send an email out to deal owners when their deals 'Close Date' is considered to be in the 'past' and they forgot to update it. Please advise. Thank you!
@HubSpotHacks 3 жыл бұрын
You can trigger a workflow based on a close date, but you cannot create a trigger based on whether the close date has expired or not.
@ashwanijain5942 4 жыл бұрын
How to automatically move each contact to Deal Stage 1? Basically, we want all our inbound emails as deal stage1 and from there the sales pipeline starts.
@HubSpotHacks 4 жыл бұрын
Hey Ashwani - you can customize your deal stages, but what it SOUNDS like you're asking for is to have every contact that comes in as a "lead" to go right to the sales pipeline. We'd advise against this as leads usually need to be qualified through a lead status before they are worth the energy of tracking in the pipeline. However, if you still want to do this, you'd need to set up a workflow in the workflows area (NOT in the deal-based workflows shown in this video) that would be triggered by a specific conversion action, such as them filling out a form or emailing a specific user. For more info on creating workflows that are NOT deal-based like this, you'd want to watch the getting started with workflows video - kzfaq.info/get/bejne/qa91obBhvt-xZYE.html
@ashwanijain5942 4 жыл бұрын
@@HubSpotHacks Thank you! very helpful. Yes, we were thinking of moving every lead into sale pipeline but I see now your suggestion is more optimal.
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