HubSpot Workflows Creation

Below is an assortment of a few workflows I created for a past client, with an explanation of the solution behind particularly challenging one.

Requests for refunds were coming on a $200k-$4M sales tickets, simply because receipts were being sent manually, and most importantly, not getting sent. As you can imagine this was a massive, and costly headache for the company.

After getting a fully understanding of how the various pieces fit together in discussions with Sales, Operations, and the CTO, I created a workflow in HubSpot to manage notifying the customer, which included a custom python script and three new properties to show up on the sales agents' deal views in HubSpot.

Payments to Date

Balance remaining

Latest Payment Received

Now once a value entered into "Latest Payment Received" (with a two minute grace period for typos), the python script would update the "Payments to Date" and "Balance Remaining". Next an automated email would be sent to the customer thanking them for their payment, and showing the aforementioned balances. Finally, the "Latest Payment Received" value would be cleared, so as to not cause confusion to sales when they next need to make an entry. After documenting the SOP, I held a training session with sales on how to enter receipt of payment, with a full explanation of how the customer would be notified.