How to Create Workflow Automation Under Deals in HubSpot CRM
Arindam Chakraborti
T-Shaped Marketer | B2B, B2C & D2C | Mentor | Motivator | Athlete
HubSpot CRM is one of the fastest-growing CRM service providers offering not only customer relationship management but its dynamic HubSpot Sales & HubSpot Marketing tools even grab more than enough attention to CRM users compared to other CRM service providers in the same segment. The most attractive fact about HubSpot CRM is its free offerings to its SaaS Marketplace including good contact management, Deal & Task Management, and its perfect interaction with social and email to track interactions with leads.
Let us dig a bit into this CRM. It’s very rare where CRMs offer automation to create tasks for its user. Tasks that work as a reminder enhance the productivity of the CRM as well as its users way more compared to a traditional CRM.
Creating Workflow Automation Under Deals in HubSpot CRM
What I’m talking about today is Workflow Automation in Deals Management of HubSpot CRM. HubSpot CRM already has a perfect task assignment process from Accounts & Contacts to Leads to Prospecting to Deals to Closed & Won.
Benefits of Hubspot CRM compared to other service providers in the same segment:
HubSpot CRM, also known as the ZOHO alternative, with more than 56k+ strong user networks across 100 countries, HubSpot Stands one of the best in its category since its inception into SaaS Marketplace. You will be even more delighted to know HubSpot provides easily accessible APIs to integrate with 150 applications for Hubspot CRM including tools for
HubSpot offers basic marketing tools for free but to access powerful features like Marketing Automation, Landing Pages & SEO tools unless HubSpot Marketing is upgraded.
Although HubSpot free features provide access to over 1 million contacts for free, the analytics are somewhat limited. The Limited features of Hubspot Sales include:
The Workflow Automation applies to HubSpot Sales Hub Starter, HubSpot Professional & HubSpot Enterprise. To create deal-based automation in the workflows tool, the user should have a Professional or Enterprise subscription.
Easy Steps to Create a Deals Automation:
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Creating a Taskflow When the Deal reaches ‘Schedule Appointment’.
In the right panel, click ‘Create task’ and customize the details of the task:
Click to Save Changes. The Task is automatically assigned to a Specific User. Click?here ?for more information.
Creating a Taskflow When the Deal is ‘Contract is Sent’:
In the right panel, click ‘Create task’ and customize the details of the task:
Click to Save Changes. The Task is automatically assigned to a Specific User.
These automated workflows enable the users a greater engagement with the CRM, the more user-defined tasks for its users & effectiveness to Deal Management. These Workflow features inside Deal Management is used ‘When the deal reaches’:
If budget is a big factor in customer’s decisions, HubSpot CRM is free. Its features are reliable and lead management provides a basic pipeline to track deals and tasks. When all these features are offered for Free, a Start-Up business, as well as a mature business, should readily prefer their Customer Relationship Management tool like HubSpot.