aguth

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Anett Guth

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aguth on Novembro 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 Leia mais

Responder Idéia Sequences Workflows

39 avaliações positivas

13 Respostas

aguth

Participante

Novembro 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...Leia mais

hayesnelson on Junho 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' Leia mais

Responder Idéia Sequences Workflows

774 avaliações positivas

262 Respostas

aguth

Participante

Novembro 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 ...Leia mais

r2davis3 on Setembro 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 Idéia Sequences

469 avaliações positivas

181 Respostas

aguth

Participante

Novembro 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...Leia mais

aguth on Novembro 22, 2021

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

Responder Idéia Sequences Workflows

39 avaliações positivas

13 Respostas

aguth

Participante

Novembro 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...Leia mais

aguth on Novembro 22, 2021

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

Responder Idéia Sequences Workflows

39 avaliações positivas

13 Respostas

aguth

Participante

Novembro 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...Leia mais

cfleishman on 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 Leia mais

Responder Idéia Deals

1822 avaliações positivas

559 Respostas

aguth

Participante

Setembro 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...Leia mais

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