A nifty workaround for cloning a deal is the Clone Attack integration currently available on the Hub, and spot marketplace. It’s not a native feature, but it will help some of you achieve your desired outcome.
When I was writing we ran into the inquiry “How do I create a deal in HubSpot?”.
In your Hub. Spot account, navigate to Sales > Deals. In the upper right, click Create deal. In the right panel, enter the details of the deal. In the Associate deal with section, search for and select the company and contact the deal is related to. Learn how to include existing activities in your company and contact records in the new deal record.
Can you text from hubspot?
Now you can send and receive SMS in your Hub, and spot account. Once you’ve set up your Hub. Spot text messaging integration, now you’re ready to start sending messages., within hub Spot, you have two options for texting: manual messaging or texting with Hub, and spot workflows.
How to send two way text messages from HubSpot CRM?
Select any contact record in Hub, and spot. A chat interface will appear. Type your message and click the “ Send ” icon.
This of course begs the query “How do I track text messages in HubSpot?”
All text messages are displayed in the timeline, so they can be tracked over time. You can automate your text messaging using Hub, and spot workflows. Workflows allow you to setup “trigger” events that will automatically cause events to occur (like sending a text message).
Your text message will be sent out in seconds, directly to your Hub, and spot contact. When your contact responds, their reply will be visible on their timeline. You can also have SMS response trigger events, like emails to the salesperson or a text message reminder. Send a message in seconds.
How do I associate deals to Records in HubSpot?
In the search box, enter terms to identify the existing deal. Select the deals you want associated to the contact or company record. The new or existing deal will be associated with the record. Learn more about the activities that will be associated to these different records. In your Hub. Spot account, navigate to Sales > Deals.
Use deals in Hub. Spot to track potential revenue. Create a deal when a contact takes an action that could lead to revenue, such as booking a meeting with you to discuss your product or service. When created, a deal record should be associated with the contacts and companies that are involved with the deal.
How to create a list in hubspot?
Create a list
In your Hub. Spot account, navigate to Contacts > Lists. In the upper right, click Create list. In the left panel, select Contact-based to create a list of contacts, or Company-based to create a list of companies. In the right panel, enter a name for the list and select if you want an Active list or a Static list. In the upper right, click Next., and more items.
Applies to: 1 In your Hub. Spot account, navigate to Contacts > Lists. 2 In the upper left, click the Folders tab, then click Create folder. This is only available for contact lists only.
Some uses of lists in Hub. Spot include: Sending customer satisfaction surveys to contacts with a static list. The above uses are currently not available for company lists. However, you can still create a list to analyze the contacts or companies that fit a certain criteria.