Lists, Lead Scoring & Workflows

IuliaArtean
参加者

Nurturing workflow based on offer sent

解決

Hello,

I would like to create a nurturing workflow for leads who received our offer 1 month ago and are not ready to buy yet. Was thinking to do this based on deal stage "Offer sent" and name of the deal, but when I've been trying to test this trigger in a list, saw there are no contacts that fit as the deals are associated with companies. Check the snapshot below.

IArtean5_1-1708684963120.png

 

What is the best way to do this so my leads will be triggered correctly and brought in this nurturing workflow?

 

Thankss,

Iulia A.

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Nurturing workflow based on offer sent

解決

Hi @IuliaArtean,

 

Unless all deals have the exact name "MAGIDO HP", that would be the reason why your records are not meeting the enrollment criteria. Is this intentional? Did you maybe mean to enroll contacts associated to deals where the name contains "MAGIDO HP"?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Nurturing workflow based on offer sent

解決

Hi @IuliaArtean,

 

Unless all deals have the exact name "MAGIDO HP", that would be the reason why your records are not meeting the enrollment criteria. Is this intentional? Did you maybe mean to enroll contacts associated to deals where the name contains "MAGIDO HP"?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 いいね!