Weekly emails to small group

CRM & Sales Sales Email
1

Our client has asked us to send weekly emails to his managers asking for the status of equipment. I can find something to do it in gmail but wanted to see if there was a way to do this in Hubspot.
I would rather not use a sequence, in case I need to drop that contact into a sequence for a deal.

Some type of workflow rule?
Or just find a Gmail extension?

2

Hey @Gotcha

Thank you for the information provided. I’ll tag a few of our experts that can share their thoughts with you.

Hey @Daniel_Bleich @JustinPerkinsC @klouis could you please advise @Gotcha?

Thank you

Sharon

3

In terms of packages sometimes I am not sure what is and isn’t available in a workflow for alerts (in terms of ability to send internal/external emails).

However, first before looking at workflow do you have something you could actually use as an enrollment trigger in a workflow or workflow series that would start to kick these weekly style alerts off? If you have a field or some information we could base when these alerts start and trigger that would really help us walk through and look at additional steps.

Do you also have criteria that would remove something from this process to prevent future alerts?

4

So my mad science route would be workflows triggering back and forth between each other with delays, this way if you don’t want it to stop unless it hits specific criteria, it doesn’t. Delay end, enrolls into a 2nd workflow, and then back to the first. It would be purely time-based, so you cant say last Friday/etc of a month. It wouldn’t be perfect but would get you close if you have the right criteria to enroll in and out of a process.

5

Its a pretty simple task.

We work with apartment communities, and the primary POC wants us to email each community manager and remind them:

Are cameras working?

Are camera times right?
Are the vehicle gates working?

etc
Its just a weekly reminder to a fixed list of contacts to remind them to check all of their equipment.

6

Hi Gotcha,

There is no straight forward way of doing this in Hunspot at the moment as far as I know, but there are work-arounds.

Here is a thread with an explaination:

https://community.hubspot.com/t5/HubSpot-Ideas/monthly-recurring-emails/idc-p/178237/highlight/true?profile.language=ja

Hope this helps,

7

Thanks Daniel. I glanced over that thread.

I wonder if it would just be easier to pay Banatag $12.50 each month and just have recurring emails built into my gmail platform.