Dashboards & Reporting

AmyLou
Contributeur de premier rang

Workflows for emails on Sales Hub

Résolue

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
Gestionnaire de communauté
Gestionnaire de communauté

Workflows for emails on Sales Hub

Résolue

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 Réponses
PamCotton
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Workflows for emails on Sales Hub

Résolue

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

 

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




AmyLou
Contributeur de premier rang

Workflows for emails on Sales Hub

Résolue

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