April 29, 2024

How can I automate the creation of deals when a contact performs a specific action in Hubspot?

Hubspot logo

(Step 1) Log into HubSpot

  • Navigate to your HubSpot portal.
  • Enter your credentials and log in.

(Step 2) Navigate to Automations

  • From the top menu, hover over "Automation."
  • Select "Workflows" from the drop-down menu.

(Step 3) Create a New Workflow

  • Click on the "Create workflow" button.
  • Select "Contact-based" as the type of workflow to be created.

(Step 4) Name Your Workflow

  • Assign a descriptive name that indicates the purpose of this automation.

(Step 5) Define Your Enrollment Triggers

  • Click on "Set up triggers."
  • Select the specific contact action you wish to monitor. This could be things like filling out a form, visiting a specific webpage, or clicking a link in an email.
  • Define any additional criteria if necessary.

(Step 6) Set Up the Action

  • Once the trigger criteria are set, click on the "+ Add an action" button.
  • From the menu, choose "Create a deal."
  • Specify deal details, such as deal name, pipeline, and stage.

(Step 7) Customize Deal Properties (Optional)

  • If desired, add more specific properties to the deal, like deal amount or close date.
  • Use personalization tokens to pull specific data from the contact record if required.

(Step 8) Review Your Settings

  • Go over the trigger and action settings to ensure they're correctly configured for your needs.

(Step 9) Test the Workflow

  • Consider adding a test contact to see if the deal gets created correctly when the specified action is performed.

(Step 10) Activate Your Workflow

  • Once you're satisfied with the setup, toggle the workflow from "Draft" to "Active."

(Step 11) Monitor and Adjust if Necessary

  • Periodically check in on your workflow to ensure it's operating as desired.
  • Adjust any criteria or actions as your needs evolve.