Releases and Updates

Im Forum Releases and Updates
abbrechen
Vorschläge aktivieren
Mit der automatischen Vorschlagsfunktion können Sie Ihre Suchergebnisse eingrenzen, da während der Eingabe mögliche Treffer angezeigt werden.
Suchergebnisse werden angezeigt für 
Stattdessen suchen nach 
Meintest du: 
jeffreyr
Von: HubSpot Employee
‎Okt 26, 2015 2:59 PM
HubSpot Employee
‎Okt 26, 2015 2:59 PM

Schedule Tasks Using Sequences

Many sales processes involve a mix of email and other sales actions (like making a call, connecting with a prospect on LinkedIn, or taking another kind of action.) Now, Sequences supports these other types of activities by making it possible for you to schedule tasks for yourself in addition to sending emails.

 

To get started with tasks in Sequences, create a new sequence, and look for the "Add a task" option (shown above.) You'll be able to choose the delay of your task, and fill in the text body of the task - 

When you schedule a task using Sequences, the task will populate in HubSpot CRM, and optionally, Salesforce (as long as you have Task Sync turned on in your Salesforce integration settings.)

 

0 Upvotes