Lists, Lead Scoring & Workflows

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LizCoralli on June 09, 2021

Attributes of a well built lead handoff process

In HubSpot's Marketing Hub: Handoff Leads course , we take a deep dive into understanding and automating our lead handoff process. We know that central to this handoff is strong alignment between the marketing and sales departments. What read more

Reply Admin best practices Contacts CRM Deals Marketing Notifications Sales Tasks Workflows

4 upvotes

1 Reply

webdew

Guide | Diamond Partner

June 21, 2021 02:46

Hi @LizCoralli , Lead scoring process can be optimized in better way, instead of showing consolidated lead score of a contact we should have a...read more

Solved

SKillian on June 09, 2021

Configuring internal alert emails so that all recipients can see each other

Hello, when an internal notification is triggered in a workflow we would like for all recipients to be able to see who else was copied on the email. Is this possible? Please & Thank you!

Reply Notifications Workflows

0 upvote

3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

June 09, 2021 10:48

Hi @SKillian , This is not possible at this stage, email notifications sent from HubSpot are sent to each recipient individually. If you want ...read more

Solved

mclayton on December 17, 2020

Alert on List Size

is there any way to get notified when a contact list size falls below a certain size/count?

Reply Lists Notifications

4 upvotes

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 17, 2020 22:24

Hi @mclayton , This is currently not possible, at least not natively in HubSpot. You could explore using Zapier for this, e.g. adding a new ro...read more

Solved

tymagnin on January 31, 2017

What are best practices for re-engaging leads using HubSpot?

Leads come through our sales pipeline and sometimes fizzle out. Some come back months or even years later, and we haven't figured out how to use HubSpot to track this and notify their sales reps effectively. What is best practice while u read more

Reply Campaigns Contacts Notifications

0 upvote

2 Replies

Accepted Solution

cbsembler

Academy Team

February 01, 2017 12:12

Hello, When looking at Lead Nurturing and re-engaging leads, it can be extremely beneficial for your Marketing and Sales strategy and I am happy...read more

Solved

dfrankfurter on December 06, 2016

Third Party Coockies

The use of mail tracking requires third party cookies to be enabled. This allows all websites to place 3rd party cookies. Is there a way to limit the placement of third party cookies to hubspot so that mail tracking still works?

Reply Contacts Notifications Settings

0 upvote

8 Replies

Accepted Solution

relabidin

HubSpot Alumni

December 12, 2016 11:43

Hi @dfrankfurter , Please try adding [*.]getsidekick.com to your exceptions. I think this one will definitely fix your issue. Once you have ad...read more

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