Setting up Sequencing as a reply to the last email with a client
SOLVE
Hi, I want to set up sequencing to automate follow-up pings to sales qualified leads that have not responded. In this case, an initial quotation e-mail has been sent and this is stored in the CRM system on the contact (using the BCC address). The email also has attachments. I want the sequence to reply to the last e-mail and continue to engage the potential client until we have a response. It is important that the context is included in the first mail of the sequence, the attachments for the first e-mail, the email thread, and the RE:<email subject> should also be included. I cannot seem to find how to set this up as a reply to an earlier mail, and include the previous context. Is this possible, please help.
If you want there to be an option like you described, you could submit a request in the HubSpot Ideas section of the community. The product team reviews these requests based on their popularity.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
If you want there to be an option like you described, you could submit a request in the HubSpot Ideas section of the community. The product team reviews these requests based on their popularity.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Setting up Sequencing as a reply to the last email with a client
SOLVE
Added an upvote @DOatley. I think it would be interesting to add this functionality to a workflow so you could set up a quote-based workflow that follows up in a thread. It exists in Sequences from the start, but it doesn't exist in workflows. Interesting use case though.
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