How to create a workflow in HubSpot CRM that indicates when an existing contact has open deals

ByPastek Editor Hubspot

Introduction:

In today’s competitive business landscape, managing customer relationships efficiently is essential for sustainable growth. HubSpot CRM offers a robust suite of tools to streamline sales, marketing, and customer service efforts. Among its powerful features is the ability to create automated workflows that simplify complex tasks and enhance customer engagement. In this guide, we will explore how to create a workflow in HubSpot CRM that smartly indicates when an existing contact has open deals.

Step-by-Step Guide to Creating the Workflow

Step 1: Log in to HubSpot CRM

Access your HubSpot CRM account by visiting the HubSpot website and entering your credentials.

Step 2: Navigate to Workflows

In the HubSpot CRM dashboard, click on “Automation” in the top navigation bar, and then select “Workflows” from the drop-down menu.

Step 3: Create a New Workflow

Click on the “Create workflow” button to begin setting up a new workflow.

Step 4: Choose a Starting Condition

In the “Start from scratch” section, click on the “Set enrollment trigger” button to define the starting condition for the workflow.

Step 5: Set Enrollment Triggers

In the enrollment triggers window, choose “Contact property” as the trigger type. Then, select the contact property that indicates the deal status. For example, you can choose ” Associated Deal” and specify the specific stage that represents an open deal, such as “Open.”

Step 6: Set the Enrollment Criteria

Next, set the filter type “Page view” and choose the URL and apply the filter then save the trigger.

Step 7: Add an Action

Click on the “Add action” button to specify what happens when a contact meets the enrollment criteria.

Step 8: Choose an Action Type

Select “Create Ticket” as the action type, as you want to indicate something internally within HubSpot CRM.

Step 9: Define the Action

In the action window, choose “Create task” to assign a task to a member of your team. In the task, you can mention details like “Contact already has an open deal” and assign it to a specific user.

Step 10: Save the Workflow

After defining the action, click “Save” to save the workflow.


Step 11: Review and Activate the Workflow

Review the workflow settings to ensure everything is set up correctly. Once you’re satisfied, activate the workflow to start monitoring contacts and triggering the assigned task when a contact already has an open deal.