CRM

Hi There, We are a B2B business that sells sowftware to enterprises. We are starting to build automation across the business and 1 of the objectives is to re-engage with close lost deals. I was wondering if anyone could give me good examples of how ...

I want contacts to be unenrolled from a sequence if they book a meeting, but I can't change the setting as it says ' This unenrollment trigger is used in every sequence, so it can't be edited for now'. Any ideas on how to change this??

Hi ! I'm wondering if it's possible to automatically create a task when another contact replies to an email in the sequence ? For example, if I enroll a general email in my sequence, and a person on the team replies back. (i.e email 1 was se...

I am using a dynamic list and enrolling contacts in bulk (50 at a time), sometimes scheduling them a few days out. Often, when I try to enroll contacts, I get an error that says Already Subscribed to a Sequence and/or Bounced email. How do I filt...

Hi Guys, I am trying to exclude our customer list from all the Hubspot sequences which is being used by our sales team. Please let me know. Can I create a certain workflow or setting do let me know

Hi everyone, We have a renewal pipeline. Each deal in the pipeline has a date property called "Software Expiration Date." We're considering using a sequence to send "renewal reminder emails." Is it possible to create a workflow that enrolls a d...

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 e...

Hello! Does anyone know if it's possible to auto-forward responses to a sequence to another email address? For example, if a lead responds to a sequence, then I may want to forward that to a group list so that someone makes sure to pick up ...

Hi! My issue would be: I'd like to have a workflow that looks like this: I scheduled a meeting with the client once a month (every month) and if the client replies, he gets a new mail once in each month. He gets follow up if the meeting is not ...

Hello HubSpot Community! Having trouble diagnosing a sequencing issue. 1) Do contacts have to be 'marketing' contacts to be added to a sequence? 2) If not, has anyone seen the below error when trying to add contacts? These contacts are n...

Recently, Hubspot has updated their sequence editor. I have no idea why you now cannot view an email without opening the template editor? What purpose is there to this update? It means our team is more likely to accidentally edit an email when just...

Hi guys, Wanted to ask a specific question about sequences. We're trying to automate some of the more common emails we send to our clients to chase from an account management perspective. If someone sends an email outside the sequence e...