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hlmccoy
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Member since ‎Jan 11, 2018
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Heather McCoy

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annaS on July 19, 2017
Integrating Project Tasks in Marketing with Tasks in Sales
Hi ! We are setting up our internal team management with Hubspot and looking into using Tasks. We find great the Tasks functionality in Sales as well as Projects in Marketing. It's a pity they do not communicate. I understand that currently Proj read more
Reply Idea Productivity Tools Tasks
55 upvotes
19 Replies
hlmccoy
Participant
June 01, 2018
I agree will all of the above. Our technical sales staff use tasks in HubSpot CRM but they also contribute heavily to our marketing content. I would ...read more
Solved
hlmccoy on January 11, 2018
Can I use wildcard characters for emails opened
I want to add an enrollment trigger to a workflow that is based on the lead opening any email we send not just a specific email. If I try to add the Email trigger, Contact opened email , then I have to select an email. Is there a wildcard I can use read more
Reply Discussion
0 upvote
3 Replies
hlmccoy
Participant
January 30, 2018
Thank you for the note. I also sent my question to HubSpot support and was sent the following. " You can do this by using the filter "Contact pr...read more
Solved
hlmccoy on January 11, 2018
Can I use wildcard characters for emails opened
I want to add an enrollment trigger to a workflow that is based on the lead opening any email we send not just a specific email. If I try to add the Email trigger, Contact opened email , then I have to select an email. Is there a wildcard I can use read more
Reply Discussion
0 upvote
3 Replies
hlmccoy
Participant
January 30, 2018
Thank you for the note. I also sent my question to HubSpot support and was sent the following. " You can do this by using the filter "Contact pr...read more
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