I am trying to set a workflow so that whenever I send a sales email, and it gets opened more than 3 times, Hubspot creates a task to email that contact. I know this is possible for marketing emails but want to do it for sales emails. Doe Beitrag ansehen

It would be great if we had a Contact property "Number of Email Opens" that we could filter contacts using it as well as add it as a column in Contacts view. As we have a trigger in the process to call a prospect, even if they are on a sequence, if Beitrag ansehen

We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling Beitrag ansehen