Task · Admin console

Release conversations by deal stage

Release conversations when a HubSpot deal reaches a stage

Screen
CRM
Section
HubSpot integration
Steps
5
Version
1.0
Updated

Also searched as: pipelines, stages, release conversation, auto-release, closed won, closed lost, deal closed, queues, hubspot

Markdown version

You opened step 4: Check the stages that release

What you can do

Release conversations when a HubSpot deal reaches a stage

In the Pipelines tab you choose which stages release the associated conversation from the active queues, freeing capacity for new deals. In 5 steps.

  • Release by stage
  • One section per pipeline
  • Closed Won and Closed Lost by default
  • Capacity for new deals

Steps

  1. Step 1 of 5

    Open the Pipelines tab

    Auto-release is set up in its own tab.

    In the Bridge admin console, open Connections › CRM and the Pipelines tab. There you set up the automatic release of conversations based on the stages of HubSpot deals.

    • Connections › CRM › Pipelines
    • Release based on the deal stage

    Watch step 1 on the screen

  2. Step 2 of 5

    Turn on Auto-release conversations

    One toggle turns on the release of conversations.

    Turn on the Auto-release conversations toggle at the top of the tab. With auto-release on, when a HubSpot deal reaches a configured trigger stage, Bridge releases the associated conversation from the active queues, freeing capacity for new deals.

    • Toggle at the top
    • Releases the conversation from active queues
    • Frees capacity for new deals

    Watch step 2 on the screen

  3. Step 3 of 5

    Expand each pipeline

    Each HubSpot pipeline has its own section.

    The tab shows one section for each HubSpot pipeline, for example Sales Pipeline. Expand each section to see all its stages.

    • One section per pipeline
    • Expand it to see its stages

    Watch step 3 on the screen

  4. Step 4 of 5

    Check the stages that release

    Checked stages release the conversation.

    Check the stages that should trigger the release. By default, Closed Won and Closed Lost are checked. If you want another stage of the pipeline, such as Contract Sent, to release the conversation too, check it.

    • Default: Closed Won and Closed Lost
    • Check another stage if it should release too

    Watch step 4 on the screen

  5. Step 5 of 5

    Save and apply your changes

    The settings apply to the next stage changes.

    Click Save changes in the bottom bar. Changes take effect immediately for new deal stage transitions. To handle duplicate contacts between HubSpot and Bridge, follow the guide Handle duplicate contacts with HubSpot.

    • Click Save changes
    • Applies to new stage transitions
    • Next guide: duplicate contacts

    Watch step 5 on the screen