I’m exploring ways to improve engagement and response rates with MQLs and SQLs, especially for more personalized (contextualized and relevant) follow-ups. Even with all the data available already within HubSpot and outside (LinkedIn activities, co read more
Hey @KlemenHrovat ! By helping out prospecting roles I understood that personalization tokens directly used on the email body could be tricky. On on...read more
Hi, I'm a Customer Success Manager here at HubSpot, and my role is to ensure that you get the most value from your HubSpot tools to drive your success. One of the most common challenges I hear from sales teams is how to efficiently develop sales o read more
I am using HubSpot Meeting Scheduler, and it works well. It is really helpful for minimizing the back-and-forth of finding a good time to talk with s...read more
Objective Overview We have built out a series of sequences of two template emails announcing our participation to exhibit at a trade show. To automate the enrollment, we built a workflow that will have this sequence be sent to the segmeneted lis read more
Hi @CGiggy ,
The main issue seems to be that some users on whose behalf you're trying to send emails do not have access to the sequence. Pleas...read more
Hi, community! Wondering if someone found a solution for pulling the data based on other Objects (not Contact) to use for the automated emails. Our business has a lot of Contacts connected to multiple Objects (Companies, Tickets, Deals) and when w read more
@YuliaD this feels more like a decision which object should be the primary one then for this automation. If you're not able to pick an existing ass...read more
I need to create a quote template for Companies that have multiple locations with different services quoted at each location. In the service line item breakdown, I need to have a location address and then list out the services quoted at that locati read more
Hello @SGibbs9 thank you for posting in our Community!
At this time, quotes will automatically pull in a Deal's associated Primary Company d...read more
Is there a way to conduct a mass delete of templates & sequences through the API based on given parameters? Even better if I can set up a script to routinely clean out templates/sequences after the one year mark.
Hey @fierceweek this isn't possible at the moment unfortunately. There's limited public apis for the sales tools. The only way to delete sequences ...read more
Prospecting and Objection Handling: Templates and Best Practices for Sales Success
➡️ Download the kit here ⬅️
🔍 How you behave when a prospect pushes back can make or break your sale.
💡 It’s report read more
I was a pro user and have downgraded to free - I am trying to delete templates that were part of a sequence. I cannot do so because I must first delete them from the sequence. But I cannot access the sequence because it's now a free account. H read more
Hi @juancantona ,
This is a known issue. Forutnately, the HubSpot Community managers are helping users with deletion over in this thread . I'...read more
Booking gigs takes time and effort. You have to email messages back and forth, add attachments, make sure links are up-to-date. Since most of us do music as a side hustle, a full weekend morning can often be spent responding and following up on gig read more