Hubspot Task Automation
$15-25 USD / hour
We need to have an application written within Hubspot to allow us to connect a new email that has been received with the deal that it is associated with, and create a task for the deal owner. This is how we would like it to be:
Email is received from existing contact
1. Deal associated with that email and contact is found
2. Task is created and assigned to deal owner, task is named “True - [Deal Name]”
3. Task is marked as completed once email from step 1 is replied to
Here is one way we think it could work:
- Email is received from existing contact
- “Last sales email replied date” is updated
- “Last sales email replied date” is calculated to be greater than “last contacted date”
- Thread ID of Email is identified
- Thread ID is matched with existing thread ID of email in a particular deal
- Deal name is identified based on thread ID match
- Task named “True - [Deal Name]” is created for Deal Owner
- Deal Owner reponds to email matching thread ID
- “Last contacted date” is calculated to be greater than “Last sales email replied date”
- Task is marked as completed
Project ID: #17833904
About the project
9 freelancers are bidding on average $24/hour for this job
Hubspot Task Automation Dear sir I have completed projects similar to your requirement in the past. If you could share your project detail requirements, I will share relevant past work and demo. I already dev More
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