aguth

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Anett Guth

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aguth en Noviembre 22, 2021

Set sender = Contact owner if contact is enrolled into a sequence from workflow

Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processing workflow and sequences. I realiezed that there is no such option as setting the contact owner Leer más

Responder Idea Sequences Workflows

39 Me gusta

13 Respuestas

aguth

Participante

Noviembre 29, 2021

Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processi...Leer más

hayesnelson en Junio 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' Leer más

Responder Idea Sequences Workflows

774 Me gusta

262 Respuestas

aguth

Participante

Noviembre 23, 2021

It is great that the feature is now available but a serious deficiency is that we can't set sender = contact owner. Without this it doesn't make any ...Leer más

r2davis3 en Septiembre 14, 2017

Start a sequence on behalf of another HS user

After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).

Responder Idea Sequences

469 Me gusta

181 Respuestas

aguth

Participante

Noviembre 23, 2021

There is a less than feasible solution with the ability to enroll contacts in a sequence from within workflows. But since you have to pre-set the sen...Leer más

aguth en Noviembre 22, 2021

Set sender = Contact owner if contact is enrolled into a sequence from workflow

Responder Idea Sequences Workflows

39 Me gusta

13 Respuestas

aguth

Participante

Noviembre 29, 2021

Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processi...Leer más

aguth en Noviembre 22, 2021

Set sender = Contact owner if contact is enrolled into a sequence from workflow

Responder Idea Sequences Workflows

39 Me gusta

13 Respuestas

aguth

Participante

Noviembre 29, 2021

Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processi...Leer más

cfleishman en Agosto 31, 2017

Cloning a Deal

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Leer más

Responder Idea Deals

1822 Me gusta

559 Respuestas

aguth

Participante

Septiembre 21, 2021

This would be very much needed, both from GUI and via API. Our use case is to manage service renewal deals in not auto-renewing / not open ended busi...Leer más

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