Dashboards & Reporting

AmyLou
Top Contributor

Workflows for emails on Sales Hub

SOLVE

Workflows are great. Unfortunately I have a client who wanted to use the external email function but only has the Sales Hub so is unable to actually use that function. Any recommendations on what she can use until ready to upgrade her Marketing Hub?

 

Thank you.

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PamCotton
Solution
Community Manager
Community Manager

Workflows for emails on Sales Hub

SOLVE

Hello @AmyLou,

 

Since she is using sales, she is able to use sequences ( more information here), with the sequences tool, she can send a series of targeted, timed email templates to nurture contacts over time. You can also automatically create tasks to remind you to follow up with your contacts. When contacts reply to the email or book a meeting, they will automatically unenroll from the sequence.

 

 

I hope this information helps.

 

Kindly,

Pam

 


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2 Replies 2
PamCotton
Solution
Community Manager
Community Manager

Workflows for emails on Sales Hub

SOLVE

Hello @AmyLou,

 

Since she is using sales, she is able to use sequences ( more information here), with the sequences tool, she can send a series of targeted, timed email templates to nurture contacts over time. You can also automatically create tasks to remind you to follow up with your contacts. When contacts reply to the email or book a meeting, they will automatically unenroll from the sequence.

 

 

I hope this information helps.

 

Kindly,

Pam

 


Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success.
Don't miss this opportunity to connect and grow—reserve your spot today!

AmyLou
Top Contributor

Workflows for emails on Sales Hub

SOLVE

Hi Pam,

 

Yes, that is what I suggested but she was a little disappointed after seeing how pretty she could make her marketing emails.

 

Kind Regards

Amy-Louise