Lists, Lead Scoring & Workflows

nbrown
Member

Workflow delay based on sales activity

SOLVE

Is there a way in an email campaign workflow to not have an email to a contact delayed (for say three days) if that contact was sent a sales email in last two days?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow delay based on sales activity

SOLVE

Hi @nbrown,

 

Sure, using and AND/OR branch:

 

karstenkoehler_0-1742447763934.png

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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nbrown
Member

Workflow delay based on sales activity

SOLVE

New way to ask the question - In a marketing email workflow, I want any marketing email in the workflow to delay for 2 days for any contact that a sales team member has reached out to in the last three days. Example - I don't want an automated email to be sent to a contact if a sales member reached out to them the day before. I was going to set up a branch to delay for 2 days if a sales email was sent in the last three days, but if the salesperson happens to reach out to the contact again 2 days after the delay, the contact will still get the marketing email a day after a sales email (correct?). How can I set up the campaign workflow to prevent automated emails from sending if a salesperson recently reached out to a contact? 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow delay based on sales activity

SOLVE

Hi @nbrown,

 

Sure, using and AND/OR branch:

 

karstenkoehler_0-1742447763934.png

 

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.

nbrown
Member

Workflow delay based on sales activity

SOLVE

Thanks - I dont see a 'Any Activity' as a contact property - do you know why?:

nbrown_0-1742575590103.png

 

I want to actually have the email delay for three days if there is a sales email sent in the last three days. Would this work? I cant select a specific activity though.

nbrown_1-1742575955035.png

 

0 Upvotes
nbrown
Member

Workflow delay based on sales activity

SOLVE

or this

nbrown_2-1742576711208.png

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Workflow delay based on sales activity

SOLVE

@nbrown yes, virtually the same 🙂

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 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Workflow delay based on sales activity

SOLVE

@nbrown you need to change the 'Filtering on' drop-down from contact to activity in the left sidebar to access activities (your first screenshot).

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 Upvotes