Workflow Template
Tell deal owners when you receive payments
Let deal owners know when you successfully receive payments for associated deals using payment links.
สร้างโดย HubSpot
ใช้ไปแล้ว - 800+ ครั้ง
ภาพรวม
When a deal is associated with a payment link and payment status is "Succeeded"
Send an internal email notification to the deal owner
Make sure your sales team is aware of all incoming payments so they can begin onboarding customers. This workflow sends a notification to the deal owner when you successfully receive payments using a payment link associated with a deal record.
สิ่งที่คุณจะต้องเตรียม:
- Set up a payment link using the payments tool
- NOTE: The send internal notification action comes with a generic title and body
ข้อมูลเพิ่มเติม
สร้างโดย HubSpot
ติดตั้ง - 800+ ครั้ง
วัตถุประสงค์
คำติชม
เทมเพลตเวิร์กโฟลว์เพิ่มเติม
Send an email series when a form is submitted
Send a welcome email to new conversions. If you have not used automation to nurture leads, this is a good workflow to start with.
Workflow Template
Create and assign tasks when a new deal is created
Keep new opportunities in motion with this template designed to help your team stay organized and informed.
Workflow Template
