Hiya, does the CRM free tier allow for email and text reminders to follow up with a lead?

Hi the logical conditions in list filters are set up very user unfriendly. In my example I want users who filled either form 1 OR form 2 AND at the same time who also have marketing subscription. Currently I have to add the email subscription op Leia mais

Hi All 👋 Has anyone found a workaround to conditionally send an email in a workflow based on contact properties? In this example, we have a nurturing sequence that goes to all clients. We only want to send Email A to people who haven't purchas Leia mais

Hi! Here is my situation: When a costumer subscribe to a form I want them to be enrolled in an active list (trial list). Two weeks after that, I want them to be removed from this list and enrolled in another active one (free list). Is there a Leia mais

Dear all! I want to create a dynamic list of contacts that are associated with a deal and that deal is in turn associated with a specific company (so the contact is not associated directly with a company). In other words, I want to filter the co Leia mais

Does anyone know of a way to create a lead scoring history? To understand the evolution or not of the lead score?

Hi, I have a report showing 'date entered marketing qualified lead' (lifecycle stage pipeline'. I'd like to be able to create a workflow trigger based on everyone who entered this stage more than 90 days ago or some other timeline. OR if I can't do Leia mais

Hi Folks, I want to create an automation that will create a task every time call outcome is logged as BUSY. I can manually create this while logging call but any idea to do it through workflow? TIA Rajib

Hi Folks, So I have been trying to capture the number of activities performed between two dates, let's say between the contact create date and become a customer date. I was trying through the workflow but I could not figure out the enrollment cr Leia mais

I'm trying to use the Tickets property in Lead Scoring but cannot find where to do this. I've looked into all categories of scoring criteria but haven't come across this yet. Is this under any main category or just doesn't exist?

Using gmail integration that tracks when my boss sends an email to a customer. I understand that I can go to the customer and click on them to see the email thread, but is there a way to automatically send me a noticfication when this happens so I d Leia mais

Hi, I am setting up hubspot scoring for the first time! I want to be able to group 'All Marketing Email Opens' - at the moment it seems that I have to do this by every indivdual email? Is that correct or is there a better way of doing this?