Create lead workflow in HubSpot CRM.
- Nichlas Knudsen |
- 16 steps |
- 48 seconds
1
Navigate to workflows
2
Click "Create workflow"
3
Click "From scratch"
4
Click "Next"
5
Click "Set up triggers"
6
Set up your triggers and press save.
7
Click this button.
8
Click "Create and update CRM records and property values"
9
Click "Create a contact, company, deal, etc in your CRM"
10
Click "Search"
11
Click "Lead"
12
Click "Enter the new value to set to this property"
13
Click "Hot"
14
Click "Enter the new value to set to this property"
15
Click "New (Lead pipeline)"
16
Click "Save"
