Workflows & Sequences Funnel

IddoGescheit · ‎May 17, 2022

Hi,

I have a lead gen followup that start with a workflow that includes two emails and continues with a sales sequence of 5 emails.

I'd like to have a simple report that shows (in real time) the funnel: how many leads were sent WF email #1, WF email #2, waiting for classification (manual step), waiting for sequencing (manual), send seq email #1, and so forth.

This is not built in (yet) in Hubspot to the best of my knowledge. Any ideas? using shadow property? supporting workflows?

Thanks,

Iddo

TiphaineCuisset · ‎Jul 19, 2022

Hi @RClementz

Let me tag some other experts - @karstenkoehler @danmoyle @NicoleSengers do you have any idea to share here?

Thanks!

Best

Tiphaine

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RClementz · ‎Jul 20, 2022

Hello experts ! Any news ?

Thanks !

TiphaineCuisset · ‎May 18, 2022

Hi @IddoGescheit

Thank you for reaching out.

I want to tag some of our experts here - @ChrisoKlepke @Jnix284 @Josh do you have any thoughts for @IddoGescheit on this?

Thank you!

Best

Tiphaine

Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

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RClementz · ‎Jul 18, 2022

Hello guys, any news regarding this ? thanks !

Dashboards & Reporting