Hi there, not sure this is the right location to post this, if anyone knows of a more appropriate place please let me know. I'm trying to build a workflow to invite customers to a training session where they get a follow up email if they haven't Leer más

How to create a workflow to move meetings from "Scheduled" to "Completed" automatically based on the time of the meeting or once it is marked completed.

I have a workflow that enrolls contacts when they've filled out a specific form, nurtures them with an email sequence, with the ultimate goal of getting them to schedule a meeting through the HS meetings tool. Seems simple enough, right? How Leer más

Can CTA be changed in an email using a workflow. example when a contact receives an email through a workflow and we want that CTA (book a meeting) in the email to book a meeting with the contact owner. so the workflow will have to check who the cont Leer más

Hi Community! Is there a way to create a calendar event from within a work flow without using Zappier? My end goal is to create a calendar event in Google Calendar when a deal transitions between certain states in a pipeline and it looks like th Leer más

Hi, Im setting up our ways of working at the company with MQLs and SQLs and I'm having trouble finding the best practices. I really want to avoid creating a deal of all the MQL, since tagging companies and contacts with Life cycle stage (LCS): Oppo Leer más