Inbound lead - Discovery call

EFlack · ‎Mar 5, 2021

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

Josh · ‎Mar 8, 2021

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

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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.

HubSpot Platinum Partner & HubSpot Certified Trainer

Schedule a Meeting with Josh

View solution in original post

Josh · ‎Mar 8, 2021

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

Schedule a Meeting with Josh

EFlack · ‎Mar 8, 2021

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

sharonlicari · ‎Mar 8, 2021

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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