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NRatandhayara 3月 29日, 2024
Hi Folks, We are using HS for multiple functions of the company i.e Marketing, Sales & CRM, though we finding challenge on automated follow up emails. As we send emails to Sales deal funnel contacts, it move the contact to marketing contact 続きを読む
0 いいね!
0 コメント
scott_at_TruLaw 2月 21日, 2024
If there are multiple contacts on a deal, and we have a workflow associated with the deal to send a series of emails - will one email go to all the contacts on the Deal OR will each contact get an individual email?
0 いいね!
1 コメント
トップ投稿者
2月 21日, 2024 16:25
@scott_at_TruLaw the email by default would go to all marketing contacts associated with the deal. You also have the option to use association labe...続きを読む
解決済み
Carolien 2月 08日, 2024
Hi all, I'm making an e-mail template in which I would like to automaticly show the names of all the deals associated with the receiver (=contact) of the e-mail. The personalisation token 'deal: name deal' works fine for 1 deal. How can I use pe 続きを読む
1 いいね!
5 コメント
Accepted Solution
ソートリーダー | Platinum Partner
2月 09日, 2024 05:52
Hey @Carolien in this case you will need to build a list with code of all the deal associated with programmable emails Token only work when ...続きを読む
SKrauland 10月 09日, 2023
Hey everyone, I have a question about linking emails to deals. I've just finished uploading our entire sales pipeline to HubSpot, have integrated our email client, and have added all of our contact info too. I have a question about how I can lin 続きを読む
0 いいね!
3 コメント
メンバー
10月 09日, 2023 11:45
Well, it is true, dragging and dropping emails immediately from the inbox to deals isn't as truthful in HubSpot. Here are a pair of options to link e...続きを読む
AMcDuff 4月 04日, 2023
Hi I'm trying to work out if it is possible to set up a workflow to automatically follow up a quote once it has been moved to Quote stage within say 24 hours and a value of XX. The thing I don;t know is can an email template be set up that auto 続きを読む
1 いいね!
1 コメント
コミュニティーマネージャー
4月 04日, 2023 10:25
Hello @AMcDuff that's a great question! Let's ask our top experts for their suggestions, @Josh @himanshurauthan any recommendations to @AMcD...続きを読む
解決済み
Alex_Bjerkvik 1月 13日, 2023
I made an active list of deals in the sales pipeline that were "Lost". The plan is to contact these people later when our company has some ground-breaking news. Anyway, the issue is that this active list only include the contact associated with 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
1月 13日, 2023 07:06
That matches what I had expected, @Alex_Bjerkvik . Thanks for sharing. The second filter is redundant; the first one already specifies the pipeline ...続きを読む
解決済み
simoncripps 6月 30日, 2022
Hi, I'm trying to create a quote with snippets that include personalised tokens. However, these are not coming through. I have deleted and reinserted the token into the snippet and this does not work. The deal does have the Contact and company as 続きを読む
0 いいね!
1 コメント
Accepted Solution
最優秀メンバー | Elite Partner
6月 30日, 2022 16:58
@Hi @simoncripps . I tested this in my own portal, and my first thought was this: Because the area where snippets go is before where you associate t...続きを読む
TBirky 1月 14日, 2022
We have companies with mulitple deals associated with them. We need to send renewal emails with customization for their most recent deal. How do we pull in the most recent deal data into the 1:1 template?
0 いいね!
2 コメント
ガイド役 | Diamond Partner
1月 17日, 2022 03:39
Hi @TBirky , By default, HubSpot will use the deal which has the recent changes in the properties that are being used as personalization toke...続きを読む
解決済み
ImburseCH 7月 09日, 2021
Dear Hubspot Team We have a scenario where, as our deals evolve, new contacts join the conversation (as they are included by their colleagues). These are sometimes not immediately allocated to a specific deal but all emails are tracked by Hubspo 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
7月 09日, 2021 12:16
Hi @ImburseCH , When activities are not automatically associated (but you'd like them to be), you need to manually associate the activity to ...続きを読む
解決済み
PlanetPluto 3月 17日, 2021
Any email sent or received to a contractor about a particular Deal is showing up in all the Deals that the contractor is involved in. This means that a Deal activity gets very cluttered with irrelevant emails. Is there any way of avoiding this? 続きを読む
0 いいね!
1 コメント
Accepted Solution
最優秀メンバー | Diamond Partner
3月 19日, 2021 05:17
Hi @PlanetPluto To the best of my knowledge, the only way to prevent this is turn off the 'Add timeline activity' setting for all contacts w...続きを読む
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