Tips, Tricks & Best Practices

VictorArocho
Participant

Workflow to send emails based on call status

SOLVE

can I set a workflow to an email based on the outcome status of a call

0 Upvotes
2 Accepted solutions
MFrankJohnson
Solution
Thought Leader

Workflow to send emails based on call status

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Can I set a workflow to an email based on the outcome status of a call?

 

Short A: Sure.

- see imagehubspot-smart-lists-activity-call-status.png

 

 

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
MFrankJohnson
Solution
Thought Leader

Workflow to send emails based on call status

SOLVE

You're welcome. Please mark as solved.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
3 Replies 3
VictorArocho
Participant

Workflow to send emails based on call status

SOLVE

Thank you this helped

MFrankJohnson
Solution
Thought Leader

Workflow to send emails based on call status

SOLVE

You're welcome. Please mark as solved.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
MFrankJohnson
Solution
Thought Leader

Workflow to send emails based on call status

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Can I set a workflow to an email based on the outcome status of a call?

 

Short A: Sure.

- see imagehubspot-smart-lists-activity-call-status.png

 

 

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes