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Solved
KlemenHrovat on November 13, 2024
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
Accepted solution
Top Contributor
November 14, 2024 05:27
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
Solved
AnthonyJohnson on November 08, 2024
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
6 upvotes
1 Reply
Accepted solution
Top Contributor
November 15, 2024 03:01
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
Solved
CGiggy on July 24, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 24, 2024 08:31
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
Solved
YuliaD on July 14, 2024
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
Accepted solution
Hall of Famer | Partner
July 15, 2024 05:00
@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
SGibbs9 on June 28, 2023
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
0 upvote
1 Reply
Community Manager
June 28, 2023 15:51
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
Solved
fierceweek on May 26, 2023
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.
0 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
May 29, 2023 08:42
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
EConway on November 11, 2022
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
Key Advisor
January 04, 2023 15:15
Nice
Solved
juancantona on March 25, 2021
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
Accepted solution
Hall of Famer | Partner
March 26, 2021 02:34
Hi @juancantona , This is a known issue. Forutnately, the HubSpot Community managers are helping users with deletion over in this thread . I'...read more
edjusten on July 23, 2017
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
3 upvotes
1 Reply
HubSpot Product Team
August 09, 2017 06:38
Thanks for sharing @edjusten ! 🙂
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