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joerr
HubSpot Employee
HubSpot Employee
コミュニティー参加日： ‎9 6, 2019
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Joe Roche

Customer Success Manager

アクティビティ

sarahchapman 5月 10日, 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 続きを読む
返信 ブログ Optimize
0 いいね！
19 コメント
joerr
HubSpot Employee
9月 26日, 2024
HubSpot Advanced CRM Small Group Coaching (August 27th, 2024) Another lovely call with an engaged group of HubSpot customers. We covered; ...続きを読む
sarahchapman 5月 10日, 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 続きを読む
返信 ブログ Marketing Optimize
0 いいね！
11 コメント
joerr
HubSpot Employee
6月 19日, 2024
Marketing Content & AI Marketing Tools (June 18, 2024) For those who couldn't attend the session, here is the link to the recording. ...続きを読む
DOatley 3月 04日, 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 続きを読む
返信 アイデア Sequences
30 いいね！
12 コメント
joerr
HubSpot Employee
6月 05日, 2024
Thanks for your time today, @DOatley - happy to upvote this idea as it sounds like a great use case!
Gumpi 4月 14日, 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!
返信 アイデア Contacts & Companies Deals
113 いいね！
35 コメント
joerr
HubSpot Employee
9月 27日, 2022
Depending on the subscription level (Workflows help in this instance), one potential workaround is to ensure that any custom properties required for ...続きを読む
joerr 9月 23日, 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 続きを読む
返信 ブログ Deals-based Reporting Sales
3 いいね！
2 コメント
DennisLooijenga 2月 12日, 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 続きを読む
返信 アイデア Sales Content Sales Email Extensions & Add-Ins
20 いいね！
17 コメント
joerr
HubSpot Employee
2月 28日, 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...続きを読む
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