Sales Hub Tools

PJMcD
Participant

Does HubSpot have a "Stay-In-Touch" frequency function

SOLVE

Looking to create a "Stay-in-touch frequency" functionality that works like this from Nimble CRM - https://youtu.be/9TguEXmfgIU?si=2MAygZj3jLQJXRv1 

 

Any suggestions? I know there are a bunch of existing properties that I can use to build a calculated property, etc. - but I'm wondering if anyone has already conquered this.

 

 

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DianaGomez
Solution
Community Manager
Community Manager

Does HubSpot have a "Stay-In-Touch" frequency function

SOLVE

Hi @PJMcD

 

Thanks for reaching out to the Community!

 

We may not have a specific "stay in touch" property, but we do maintain a record of the most recent interaction with each contact. This enables us to track when the last message, email, call, etc., was logged regarding that contact. You can utilize this data to establish a workflow that incorporates your preferred actions. For example, if a contact hasn't been contacted in over 20 days, you can schedule an email to bring attention to specific actions.

 

Hope this helps,

Diana


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DianaGomez
Solution
Community Manager
Community Manager

Does HubSpot have a "Stay-In-Touch" frequency function

SOLVE

Hi @PJMcD

 

Thanks for reaching out to the Community!

 

We may not have a specific "stay in touch" property, but we do maintain a record of the most recent interaction with each contact. This enables us to track when the last message, email, call, etc., was logged regarding that contact. You can utilize this data to establish a workflow that incorporates your preferred actions. For example, if a contact hasn't been contacted in over 20 days, you can schedule an email to bring attention to specific actions.

 

Hope this helps,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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