We are trying to develop a system within HubSpot into which we can place contacts who we assess to be possible future clients. For example an old client, an interested decisionmaker, a fan of our business who is not yet ready to buy.
We have tried this with the Lead Status "Recycle" and creating a workkflow that will notify the contact owner when a lead has not been contacted for 24 weeks. However each contact can only enter this workflow once (and we need to be in touch every 6 months) and other factors may alter the lead status.
What is best practice for this so that these individuals are not falling through the cracks?
>>"...each contact can only enter this workflow once..."
You'll want to use a HubSpot Smart List as your workflow enrollment AND re-enrollment criteria. That way, your contacts may enter the workflow multiple times based on their membership in that 'potentials' list.
Happy Holidays
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>>"...each contact can only enter this workflow once..."
You'll want to use a HubSpot Smart List as your workflow enrollment AND re-enrollment criteria. That way, your contacts may enter the workflow multiple times based on their membership in that 'potentials' list.
Happy Holidays
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
