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joerr
HubSpot Employee
HubSpot Employee
Membro desde ‎set 6, 2019
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Joe Roche

Customer Success Manager

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sarahchapman on Maio 10, 2024
HubSpot Advanced CRM Coaching
During these sessions, we explore Professional+ tools that can assist in enhancing and managing a more organized database, refining user permissions, leveraging calculated properties, deduplicating records, and more! Please view the comm Leia mais
Responder Blog Optimize
0 avaliações positivas
19 Respostas
joerr
HubSpot Employee
Setembro 26, 2024
HubSpot Advanced CRM Small Group Coaching (August 27th, 2024) Another lovely call with an engaged group of HubSpot customers. We covered; ...Leia mais
sarahchapman on Maio 10, 2024
Marketing Content & AI Marketing Coaching
During these sessions, we explore how HubSpot's Marketing tools can help you create marketing content such as marketing emails, landing pages and social media posts - to generate leads and boost conversions. Additionally, we review the new AI cont Leia mais
Responder Blog Marketing Optimize
0 avaliações positivas
11 Respostas
joerr
HubSpot Employee
Junho 19, 2024
Marketing Content & AI Marketing Tools (June 18, 2024) For those who couldn't attend the session, here is the link to the recording. ...Leia mais
DOatley on Março 04, 2024
Sequences that can thread on earlier messages.
Hi, I want to set up sequencing to automate follow-up pings to qualified leads that have not responded within X days. We are using the Sales Hub Enterprise and can trigger sequences on different criteria. The major issue is that we want to continue Leia mais
Responder Idéia Sequences
30 avaliações positivas
12 Respostas
joerr
HubSpot Employee
Junho 05, 2024
Thanks for your time today, @DOatley - happy to upvote this idea as it sounds like a great use case!
Gumpi on Abril 14, 2020
Consider empty fields in a calculation as 0
HubSpot does not automatically set a value of 0 for empty fields. If any of the number properties used in a custom equation have no value, the calculated property value will be empty. This should be fixed!
Responder Idéia Contacts & Companies Deals
113 avaliações positivas
35 Respostas
joerr
HubSpot Employee
Setembro 27, 2022
Depending on the subscription level (Workflows help in this instance), one potential workaround is to ensure that any custom properties required for ...Leia mais
joerr on Setembro 23, 2022
Focus on deals that are too long in a deal stage
PURPOSE & USE CASE This pair of simple workflows facilitates the surfacing of deals that remain in a deal stage too long ensuring that messaging and reporting can be delivered to support your exception-based sales management system. (example Leia mais
Responder Blog Deals-based Reporting Sales
3 avaliações positivas
2 Respostas
DennisLooijenga on Fevereiro 12, 2018
Add sender personalization tokens to Sales email templates
I'd like to be able to personalize details from the sender into Sales templates. For instance, I'd like to start the email with: "Hey {{contact.first.name}}, {{sender.name}} here, from Instant Magazine." This way we could also personalize phone nu Leia mais
Responder Idéia Sales Content Sales Email Extensions & Add-Ins
20 avaliações positivas
17 Respostas
joerr
HubSpot Employee
Fevereiro 28, 2022
Hi @BValentine , apologies I missed the Snippets element! In any case, based on testing in my portal, it is possible to create the Snip...Leia mais
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