Automating 1-1 form registrant follow-up for a sales team

[BUslu]

Hi all,

I'm working on achieving a contact me form follow up for the team where outreach happens from the sales rep that covers the territory.

Currently I can use automation to create the territories and use workflows to send a mail via a sales rep but that lands as a marketing mail but not a 1-1 mail.

I could as well use sequences but I don't know if I could run a sequence as someone else in my team and trigger a mail response from his/her mailbox.

What would you recommend for an automated, regionalized and personalized approach going from a rep's mailbox?

[BUslu]

thanks @TitiCuisset . Any help would be appreciated. @LMeert @Olivia_Bagnall @Phil_Vallender 

[LMeert · Accepted solution]

Hi @BUslu,

I think you've successfully done 80% of the job if you already have that territorial attribution with a workflow.

I'd suggest a hybrid approach :

- you keep the first part of the workflow, triggered by the form submission. The part that makes the sales rep attribution based on geographical data.

- then use the workflow to subscribe the contact to the desired sequence :

https://knowledge.hubspot.com/sequences/enroll-and-unenroll-contacts-in-sequences-using-workflows

You can create as many sequences as there are sales rep and even vary the message according to your needs.

Hope this helps !
If it does, please consider marking this answer as a solution 🙂

Best,

Ludwig

[BUslu]

@LMeert Thanks!! Indeed this solves the challenge. 

[TitiCuisset]

Hi @BUslu 

Thank you for reaching out.

I want to tag some of our experts here - @LMeert @Olivia_Bagnall @Phil_Vallender do you have some thoughts for @BUslu on this? 

Thank you!

Best

Tiphaine