Version: Sales & Marketing Professional WHAT: I want an email sequence to follow up on specific deals. Ideally for multiple contacts I enroll, but would settle for enrolling a single contact individually. CONTEXT Our company sell power generation equipment. Very often, we're quoting equipment to mulitple contractors or potential buyers who are all bidding on the same project (or Deal). Example Deal Name: Project XYZ Quote Recipients: Contactor A, Contractor B, Contractor C I have an association label already created for the contact at each contractor "Quote Recipient". I would like to manually enroll each contact with association "Quote Recipient" into a sequence for a specific Deal: Project XYZ. If possible, auto-enrolling contacts for specific deal with Association label "Quote Recipient" to sequence when deal changes to next stage would be awesome. Contacts would be un-enrolled on criteria such as resply to email, log a phone call, log activity, etc for the specific deal. CHALLENGE The Quote recipients (Contactor A, Contractor B, Contractor C) may be associated with multiple deals. I need the sequence to send an email out only for the specific deal I choose. Currently, I believe a sequence will only reference the most recent deal associated with a contact. Not sure what happens if a contact was enrolled for DEAL A, then I created new DEAL B. I'm assuming the sequence would update with the new deal info........not good. Pretty sure this isn't possible with HubSpot without some serious customization or integrations. I'm open to suggestions. Thanks!
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