We have a picklist field called “Sales Lifecycle Status”. One of the values in this picklist is “Replied”. We are currently using hubspot sequences and would like a way to trigger a reply in a sequence to automatically update the “Sales Lifecycle Status” to “Replied”.
What is the best workflow for us to achieve this?
On the Contact Record, one of the default fields is "Recent sales email replied date". But unfortunately, this is only for emails.
Hi @MMetros5,
The “Recent sales email replied date” includes sequence activity. You can use “Recent sales email replied date is known” as a trigger for your workflow that updates “Sales lifecycle status”. Sure, it might also include a non-sequence email but that would mean that someone would send additional sales emails from HubSpot to a contact already enrolled in a sequence – unlikely and even if the contact replied to a non-sequence email, “Replied” would be a valid value.
Hope this helps!
@karstenkoehler How do you suppose I do this for calls where the disposition is “Connected”?
