@RBabar workflows automatically pick up records when they meet the enrollment criteria - and they repeatedly do so when you enable reenrollment: h...read more
Hi, I am a sales pro user of Hubspot and I am attempting to create a workflow which does the following : Move the deal to the next step in the pipeline when a reply is received. Currently, we send out Outbound emails to prospective clients and c read more
Hi @franksteiner79 Thank you for your reply. Where could I "double-check" the definition of event triggers? Would you have the link to the docu...read more
Dear Community, I have encountered an issue in which the CRM won't let me send an E-Mail to a contact directly from the contact preview in the Contacts sheet. When I press the Email circle the attached error shows up: Any help is appreciated! read more
Hi @LeandroPosleman , 1. Zapier can’t directly enroll contacts into HubSpot sequences. You can, however, automate related tasks like updating conta...read more
Is it possible to export the engagement information from a sequence? Number of clicks, opens, etc. I want a list of the people and how often they engaged
Hi @DPardini , You can get all the details under the Analyze tab in Sequences but it is not possible to export this data. However, you can create ...read more
I have contacts in a finished sequence. I want to enroll all of them into a new sequence. Is there an easy way to do this from the sequence page, or do I have to individually enroll each contact? Thanks in advance!
Hey folks! If I switch off "Allow all users to track emails and see recipient opens," will it still preserve any historical data? Just want to confirm. So if/when anyone changes their mind the only data lost is from the period it was d read more
No worries, Hdanirwin1! Turning off tracking won't affect past data. If you're concerned about privacy, you could also explore individual tracking pe...read more
Hi all, I've run into some issues with a client splitting hairs over a partially completed sequence, and the advice my leadership gave me was to find some benchmarks on cold email to provide. The problem is, when I search "cold email benchm read more
Hey @JMartin954 This is going to vary massively depending on a bunch of factors including industry, email domain technical setup, how brand aw...read more
I create email templates in Hubspot. I add 'personalisation' elements to my templates. I can't help noticing that, when I launch a template in the email client, the font of the resulting personalisation looks to be either a slightly differen read more
Ryan. Thank you. The template font type matched my default HubSpot email font type, but the template font size needed re-setting to match the font si...read more
I really like the HubSpot email client and use the Templates I have created. My question is simple. Once I have designed an email for a specific contact, is it possible for me to save that email within the mail client. I often like to step away read more
How can I re-enable the "Track" option for my emails in HubSpot, which is currently unavailable due to GDPR tools being enabled on my account? This issue started in the past week, and I now have to manually click on the "Log my emails to HubSpot" op read more
Hey @AL50 , thank you for posting in our Community!
The issue with the "Track" option being unavailable is likely due to your GDPR settings...read more