Prior to using HubSpot we used to use ACT! where we were able to schedule a series of activities to nurture a cold lead. Typically this would consist of a series of activiest starting at Day 0 - the achor date. The activity series would typically have 9 steps which needed to be done at pre-set intervals from the first activity - would include sending a brochure, follow-up calls, follow-up emails, sending another physical piece of collateral. I can’t see anything in HubSpot which would achieve this - instead we seem to schedule each of the activities one by one for each indivicual contact record. Am I just missing it? I would have thought that HubSpot was way more advanced than ACT! - but potentially not in this instance?
Hi @RichardM50
Thank you for reaching out.
I think Sequences and Workflows could help here.
I want to tag some of our experts here - @Jnix284 @SNigam @BukunmiOdetayo do you have any suggestions for @RichardM50 on this?
Thank you!
Best
Tiphaine
Hi @RichardM50 definitely agree with @TitiCuisset that Sequences are what you’re looking for.
You can schedule a series of emails, calls or To Dos that run based on how you have it defined and once set up, can be used easily by sales to enroll cold leads.
I can’t seem to see a way to space the activities apart by x number of days
(with the exception of emails)
Hi @RichardM50 , are you not able to see this option:
Further to my last update, I have found that when creating the second items the option is there to add x number of days between the steps!
Many thanks!
Hi @RichardM50 yes, there is no delay on the first task, it starts on enrollment, all subsequent tasks can be delayed. I’m glad you were able to get it working! 