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Solved
GetMovinIT on February 18, 2025
Greetings, This is my first post, and hoping might be able to assist. We have 10 sequences that will be used by 10 agents (for now) and it will be called "Cold Outreach - [agent name]. This sequence could be used 10 more times, so we would lik read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
February 19, 2025 00:04
Hi @GetMovinIT , Filtering by keywords is not possible, no, but you can create a contact-based workflow and enroll records when an event occur...read more
Solved
JOnwah on March 21, 2024
Hello HubSpot Community, I’m currently navigating a challenge in optimizing our lead qualification process to better identify and engage with high-potential leads. Given a substantial contact base of ~10,000 B2B partners with significant data ga read more
1 upvote
4 Replies
Accepted solution
Most Valuable Member | Diamond Partner
March 25, 2024 13:19
Hey there @JOnwah and welcome to the HubSpot Community. From your in-depth description, I'd agree with @Jnix284 here that you seem to have...read more
Solved
Tedstur on October 11, 2023
We want to send an email using a sequence to our contacts. That sequence will ask them to update their contact information (email, first and last name, title, and a dropdown about their role). When we execute the sequence, we are asked to supply read more
0 upvote
1 Reply
Accepted solution
Guide | Gold Partner
October 11, 2023 10:49
Hi, @Tedstur , whilst the personalisation in sequences is a great idea, given your context, it seems to me that you can simply send an email ...read more
Solved
abigailgn on September 13, 2023
I am trying to create a workflow that triggers based on the Customer Success stage of a company. For example, when a company moves to Live - New, I would like to automatically enroll all contacts in a Customer Success sequence. Currently, the o read more
1 upvote
2 Replies
Accepted solution
Recognized Expert | Gold Partner
September 14, 2023 04:27
Hi @abigailgn For this you can use the Trigger Stage is equal to Live - Now and after that use the action Enroll in Sequence. ...read more
Solved
NLuxembourg on August 27, 2023
Hi, I have a question regarding workflows and sequences. Lets say we have few conversion points in our website. For example, 1 is for free trial, 2 is for pricing request, 3 is for demo requesting. for each one, I built a sequence to be read more
1 upvote
1 Reply
Accepted solution
Recognized Expert | Gold Partner
August 28, 2023 08:22
Hi @NLuxembourg Here are some steps you can follow to build an automation. Start : Contact completes a conversion point (e.g., free trial) ...read more
Solved
WDesignTeam on June 03, 2022
Hi, I have a workflow that requires to enroll a Sequence. But this is not shown as an option at all. The account I'm creating the workflow is a Sales Professional one, and we already connected the personal inbox. I'm not sure what whe are read more
0 upvote
2 Replies
Accepted solution
Community Manager
June 06, 2022 04:26
Hi @WDesignTeam Thank you for reaching out. This is possible but you need a Sale or Service Enterprise subscription to achieve this, ...read more
Solved
RémyRecright on November 29, 2021
Hi everyone, I am a bit in-between regarding the setup of my Hubspot Score for lead scoring. We just released our new website in 3 different languages: English, Finnish and Swedish. Our Hubspot Score is being used as our primary lead scoring tool, read more
Accepted solution
Most Valuable Member | Diamond Partner
November 29, 2021 08:31
Hi @RémyRecright . I'm in agreement with @Bryantworks . A central score seems to have more weight in the "pros" side of the equation for me. I woul...read more
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