Hubspot Task Automation

Closed Posted 5 years ago Paid on delivery
Closed

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

HTML PHP Salesforce.com Software Architecture WordPress

Project ID: #17833904

About the project

9 proposals Remote project Active 5 years ago

9 freelancers are bidding on average $24/hour for this job

Honestdeveloper1

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

$30 USD / hour
(51 Reviews)
8.0
mingah429

Hubspot Task Automation Hello, I read your description and got what to do. I am looking forward to discussing more for your project. I am ready now, please message me to start your project. I have 7+ years of More

$40 USD / hour
(21 Reviews)
7.9
tangramua

Greetings! I`m ready to write an application within Hubspot according to your requirements. I am an application developer and I have a team of high-qualified web developers and system admins with 17+ years experienc More

$22 USD / hour
(57 Reviews)
7.0
CanvasInfotech10

WE CAN DO THIS! We have experience with HubSpot. Hello, Hope you are doing well. It looks like you are looking for an experienced PHP developer expertise who can dedicatedly work to build a script for an appli More

$23 USD / hour
(1 Review)
1.6
BissiEU

Hi, very interesting project ! Based upon my experience this can easily be achieved. Hubspot can be enhanced using A.I. driven engine to meet Your goal in a fast and efficient way. Feel free to contact me for an More

$15 USD / hour
(0 Reviews)
0.0