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

PJMcD
Participant

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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1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

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


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
Learn More

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1 Reply 1
DianaGomez
Solution
Community Manager
Community Manager

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


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
Learn More

0 Upvotes