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Inbound lead - Discovery call

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EFlack
Contributor

‎Mar 5, 2021 7:13 AM

Hi

 

I'm trying to build a sort of workflow (Sales Starter) so when an Inbound lead is received from our website and allocated to SDR a Question calling sheet appears when they come to make the discovery call. The answers of which will be entered into the Contact and Company record.

 

Can anyone advise if this is possible and how to implement

 

Thanks, Emma 

Starter
0 Upvotes
1 Accepted solution

Accepted Solutions
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

‎Mar 8, 2021 8:01 AM

Hi @EFlack,

 

It's not possible to automate this with starter. My recommendation would be to create a snippet that contains the question calling sheet information. At that point, the rep will only be required to pull the calling sheet content into the call or meeting notes and fill in from there. It's not automated, but very efficient.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

3 Replies 3
sharonlicari
Community Manager
Community Manager

‎Mar 8, 2021 4:23 AM

Hey @EFlack 

 

Welcome to the Community!

 

At the moment the workflow functionality is available in any Pro or Enterprise subscription, however, I'm curious to know what our experts recommend in this case. 

 

 Hey @Drew_Cohen @Josh @DPassman any thoughts you can share with @EFlack ?

 

Thanks

Sharon 


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Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

‎Mar 8, 2021 8:01 AM

Hi @EFlack,

 

It's not possible to automate this with starter. My recommendation would be to create a snippet that contains the question calling sheet information. At that point, the rep will only be required to pull the calling sheet content into the call or meeting notes and fill in from there. It's not automated, but very efficient.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

EFlack
Contributor

‎Mar 8, 2021 11:10 AM

Thank @Josh this is a really great workaround and is super easy to set up 👍 

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Inbound lead - Discovery call
Hi @EFlack,   It's not possible to automate this with starter. My recommendation would be to create a snippet that contains the question calling sheet information. At that point, the re...
Hi @EFlack,   It's not possible to automate this with starter. My recommendation would be to create a snippet that contains the question calling sheet information. At that point, the re...
Sales
Mar 8, 2021