sequences and automationSOLVE
May 2, 2018 5:35 PM
i have multiple sequences set up to send to our clients (we are B2C) .
When the contact comes to the end of the sequence, i want to be able to set up a workflow or automation that will change their status.
currently there is no way to do this.. ? all i have found to do is set a task at end of the sequnce to remind me to manually change their status. not ideal when we have hundreds of new contacts every week.
will this be resolved? this seems like very basic automation capability.
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May 2, 2018 6:27 PM
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Q: When the contact comes to the end of the sequence, i want to be able to set up a workflow or automation that will change their status.
Short A: This is not functionality available in the HubSpot Sales Pro sequences tool (by design).
This functionality IS available in the HubSpot Marketing tool. Ideally, you would send your email series as part of a workflow, then trigger the 'status' change upon completion. The marketing tool can be used to send email from any HubSpot user (including sales associates).
Hope that helps.
Please include @MFrankJohnson if you'd like me to respond.