I'm planning to set up a workflow to identify and create tasks for sales reps for unengaged leads. Does anyone have suggestions or examples of effective workflows to prompt sales reps to engage with unresponsive leads in a timely manner?
Hi @Adlenglich ,
Happy to help here.
As a first step, I'd recommend discussing with sales what a sensible SLA could be: https://blog.hu...Beitrag ansehen
Hi all,
I'm a product manager at HubSpot and I'm excited to share that we're working on a new Enterprise feature that will help customers with multiple HubSpot accounts.
Customers can select the Marketing Emails they want to copy from Beitrag ansehen
I run a share economy work platform, where customers can order a "Runner" to come to their home and fix their bike. All orders (deals) are sent to Hubspot through API (and customers (with association label "customer") are also created and associated Beitrag ansehen
Hey @BikeRunner I'd imagine this is definitely possible. Honestly I haven't used mailchimp in a minute. But if memory serves you can send an email...Beitrag ansehen
Hi, we have a workflow that enrols users based on a contact property condition, emails that user, delays for 1 day, has a random split step, and then emails the user one of two emails, depending on which branch they went down. When previewing th Beitrag ansehen
Hi @PVanderMerwe
Seeing that you have a Pro Subscription I would flag this with HubSpot Support.
My best guess is that this is either a bu...Beitrag ansehen
Hi, I have a form where the the user can sign upp for different training sessions at different dates like: Beginner training - January Beginner training - Februrary Advanced training - January Advanced training - Februrary Since it's Beitrag ansehen
@FRyde if we're talking about three dates, I'd strongly recommend simply creating separate workflows.
If you insist on it being one workflow,...Beitrag ansehen
I've created a workflow that assigns a Task to a user based on a selection. The Task has a 7-day reminder set. So, what I am wondering is if I've gone about setting up the follow-up to the task properly.
Hi, unfortunately it won't work the way it is set up at the moment. The current branch branches on the outcome of the workflow action, meaning it run...Beitrag ansehen
When a form is submitted, i get a direct notification email with the form attached. Problem is - the form itself it cut off. I want to see everything to skip a click into hubspot to see info. Also so i can forward it. Is there a setting I Beitrag ansehen
Hi @LWohlman ,
The default notifications themselves cannot be customized, no. And like you already suggested, yes, workflows could be workarou...Beitrag ansehen
Hello! I am very new to HubSpot and I'm currently trying to create different views on the contact records based on our different teams need. Now, I am not quite sure what it is that I'm doing wrong, but when I click on "create team view" an Beitrag ansehen
Hello Pam, Thank you for your response! I tested around yesterday and I identified my error. Our HubSpot account was set up with 14 prope...Beitrag ansehen
I have created a workflow that has a branch based on filter critera so that when a recipient of an email has clicked on a specific link, it is structured to send internal email notification to the contact owner alerting them that a customer has clic Beitrag ansehen
Hi @CGiggy ,
I an confirm what @Jnix284 said, that's the exact reason why your notifications aren't being sent.
You would either have ...Beitrag ansehen
Hey We have this built-in HubSpot feature for detecting possible duplicates, and it works well. The problem is that it's closed from the rest of the system's environment, meaning there is only one way of using it - going through the list of all dupl Beitrag ansehen
Hi @akrus , I work for Insycle, and wanted to pop in here and add a little more context. Thank you for sharing about us @karstenkoehler . ...Beitrag ansehen
I need to automate updating the deal stages on one of your pipelines based on the associated contact's static list membership. For example: Sales Rep opens Deal and sets as stage = trial link sent Associated contact activates free trial and g Beitrag ansehen
Hi @KKoraca ,
This should be pretty straight forward if you create contact-based workflows. Enroll contacts when they enter the list, then use...Beitrag ansehen
Hi @AnnCS ,
No, this is currently not possible, unfortunately. HubSpot doesn't have any activity-based workflows, meaning that it's not possib...Beitrag ansehen