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aguth
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Membre depuis ‎nov. 27, 2019
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  • Solutions
    1
  • Réponses
    2
  • Mentions J'aime ajoutées
    33
  • Mentions J'aime obtenues
    63
  • Idées
    4

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aguth le Novembre 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 Lire la suite
Répondre Idée Sequences Workflows
39 Mentions J'aime
13 Réponses
aguth
Participant
Novembre 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...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
aguth
Participant
Novembre 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 ...Lire la suite
r2davis3 le Septembre 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).
Répondre Idée Sequences
469 Mentions J'aime
181 Réponses
aguth
Participant
Novembre 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...Lire la suite
aguth le Novembre 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 Lire la suite
Répondre Idée Sequences Workflows
39 Mentions J'aime
13 Réponses
aguth
Participant
Novembre 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...Lire la suite
aguth le Novembre 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 Lire la suite
Répondre Idée Sequences Workflows
39 Mentions J'aime
13 Réponses
aguth
Participant
Novembre 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...Lire la suite
cfleishman le Août 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 Lire la suite
Répondre Idée Deals
1822 Mentions J'aime
559 Réponses
aguth
Participant
Septembre 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...Lire la suite
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