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erinhartje
Participant
Membre depuis ‎nov. 26, 2019
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  • Solutions
    1
  • Réponses
    1
  • Mentions J'aime ajoutées
    6
  • Mentions J'aime obtenues
    6
  • Idées
    0

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Erin Hartje

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Activité

nina le Mars 10, 2017
Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist Lire la suite
Répondre Idée Workflows
191 Mentions J'aime
86 Réponses
erinhartje
Participant
Octobre 06, 2020
I also have to manually take them out of the team and then put them back in when they are off. It would be great if I can enter when that person is o...Lire la suite
DiegoPI le Juin 11, 2018
Customize Meeting Reminder & Meeting Booked Emails
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be Lire la suite
Répondre Idée Meetings
1009 Mentions J'aime
331 Réponses
erinhartje
Participant
Septembre 29, 2020
Branding is a must for email reminders for booked meetings, even for the meeting calendar booking page. It totally distrupts the flow for inbound cam...Lire la suite
kathyDecOnDem le Juillet 11, 2019
Auto-Enroll for Sequences
It would be nice to auto-enroll leads into sequences like you can for workflows.
Répondre Idée CRM Email
62 Mentions J'aime
26 Réponses
erinhartje
Participant
Février 14, 2020
When a lead fills out a form on the website they should be automatically enrolled in a sequence and assigned a sales contact so there is no delay wit...Lire la suite
Spencer le Juillet 21, 2017
Additional workflow capability - unenroll upon email response
Add the ability to remove a contact from a workflow if contact responds to an email. 1. Important when a contact response might warrant a different email subject or removal entirely. 2. It is much like sequences with the added abilit Lire la suite
Répondre Idée Workflows
206 Mentions J'aime
63 Réponses
erinhartje
Participant
Février 13, 2020
There is a contact property that I use for this " Recent sales email replied date" . I take them out of the workflow if that field is not known. Seem...Lire la suite
hayesnelson le Juin 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Lire la suite
Répondre Idée Sequences Workflows
774 Mentions J'aime
262 Réponses
erinhartje
Participant
Février 13, 2020
THIS IS A MUST. When someone fills out a form on your website, they should be automatically enrolled in a sequence. Erin
Résolues
SarahN le Octobre 05, 2018
Adding a Contact Owner Meeting Link to a CTA
Am I crazy? I feel like this should definitely be an option and maybe I'm just not finding it. The way it's working right now is that I have a beautiful marketing email full of gorgeous images and CTAs and then an ugly long meeting link throw into Lire la suite
Répondre Discussion
7 Mentions J'aime
11 Réponses
erinhartje
Participant
Février 12, 2020
I also had a solution that worked for me (I am not a coder so this was easier) - it will work if you have a few sales people. It will also show the b...Lire la suite
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