I am hoping to create a workflow that bridges the gap between Sales and Marketing. The idea is that after a contact (prospect) opens a marketing email more than 4 times (or a significant number), then the contact owner recieves an email. The email w read more
Don't do this especially if you send to enterprise clients. There are many systems that will randomly open your emails to check for spam/viruses/etc ...read more
Hello, Two of my lead status are 'accepted' and then 'contacted'. Currently my sales team manually change the lead status to 'contacted' after having done a phone call with a lead or sending him an email. Do you know of any way of automatisi read more
Hi @NMacLean ! In the past, I have used workflows for this kind of automation. I create a Contact Based workflow, and the trigger would be "num...read more
Hello team, I want to track how many days a contact spends in a lead status. I know I can c reate calculation properties on the contact called for example "Time spent as MQL", and then the formula is Time Between "Became an MQL date" and "Became read more
My recommendation would be to 1) Create a property for each Lead Status you have called "Moved to Lead Status X date" 2) Create a workflow for...read more
Hi, I would like to setup my Hubspot instance so that it syncs with contacts in SFDC (not leads). I am wondering what happens when a net new contact is created in Hubspot from a form submission and they enter abc@gmail.com as their email... read more
Hi, I am looking to achieve 2 things within my Hubspot platform and Salesforce platform: (1) I would like to associate contacts to companies based on their domain (using their email address) ONLY IF the account exist in Salesforce. (2) If a read more
@SophiaMadden I've not seen the ability to interupt Hubspot's automatic building and association of a company record to a contact record. When a ne...read more
We are looking to create a ticketing system becasue we need a consistent and trackable method of submitting approving and prioritizing marketing requests so that they can be reviewed and approved effciently Has anyone done this and if so read more
Hi @ImKJ ,
This can be done with HubSpot but, as @Ben_M mentioned, it's not exactly what HubSpot is designed for. Still, it's possible to ma...read more
Hi, We are using Justcall for SMS as part of workflows right now but we're transitioning from the standard Deal object to a custom-object for these workflows. It doesn't look like Justcall supports Custom-object based workflows. Does anyone read more
Hey Mike, I do have Ops hub. I considered doing a webhook to hit Just Call's API via Zapier (which I confirmed works) but I can't send as the own...read more
Hello. We are using Marketing Hub - Professional. Some contact records have an email address, others do not. What do we use as a unique identifier for marketing contacts when there is no email address? Could we use the email address as the unique ID read more
Hi @JBurgoon ,
That depends a bit what you need the unique ID for. Generally, for the sake of consistency, it should be the same for all conta...read more
Hi Folks, I've been receiving Reconverted leads and need to keep track of them separately. How do I make a list of Reconverted Leads? Which Field/s will give me the accurate list? Thanks in advance
When a link is placed inside the strong tag, it indicates that the anchor text of the link is emphasized and considered to be more important than the...read more
Right now it’s WhatsApp marketing. People use WhatsApp more often than email and they’re more likely to open it, the only negative is that you ca...read more
Hi Team, Can someone help me. 1) CTA button link not working. it says Error 404. I'd tried to open in other browser sometimes it works. but still need to delete and clear capche and cookies. how would you tell that to your prospects and lead read more