Sales Hub Onboarding

Jschrammlemes
Member

How to put outbound together with inbound in the same pipeline?

SOLVE

I already have a pipeline for inbound leads and templates for outbound leads, but I would like to have this automated.

For example:

If an outbound lead replies to the first email, the lead should be tagged as a qualified marketing lead, and I should be able to visualize that in the same pipeline as the inbound list.

Is that possible? And how do I do that?

1 Accepted solution
Jnix284
Solution
Hall of Famer | Elite Partner
Hall of Famer | Elite Partner

How to put outbound together with inbound in the same pipeline?

SOLVE

Hi @Jschrammlemes yes, this would be possible with workflows, it requires a Sales/Service Hub Pro (or Enterprise) subscription.

 

You can enroll/unenroll from sequences via workflows, which could then have additional actions to update the lead status. 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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2 Replies 2
Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

How to put outbound together with inbound in the same pipeline?

SOLVE

Hey @Jschrammlemes 

as Jennifer mentioned you can achieve this with Workflows

and you can create tags if you want to identify visually which deals are coming from the source inbound or outbound.

Here is a link on how to create tags

If you cant or dont want to create tags

you can choose an emoji to add to the deal name and identify them separately.

Hope this helps

 

María Lucila Abal | COO Andimol | Accredited Partner
HubSpot Expert, Community Hall of Fame & Certified Trainer (12+ years)

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0 Upvotes
Jnix284
Solution
Hall of Famer | Elite Partner
Hall of Famer | Elite Partner

How to put outbound together with inbound in the same pipeline?

SOLVE

Hi @Jschrammlemes yes, this would be possible with workflows, it requires a Sales/Service Hub Pro (or Enterprise) subscription.

 

You can enroll/unenroll from sequences via workflows, which could then have additional actions to update the lead status. 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin