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TomS
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Mitglied seit ‎Feb 12, 2018
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Kanako on Juni 01, 2017
First Contacted Date
Looking at List of Contact properties, I wonder if I can have "First Contacted Date." - opposed to Last Contacted ( the last time a call, email, or meeting was logged for a contact. This is set automatically by HubSpot based on user actions in th Beitrag ansehen
Antworten Idee Contacts & Companies
138 Likes
38 Antworten
TomS
Teilnehmer/-in
Januar 04, 2023
This is much needed and seems very basic for a CRM! We need to be able to report on our SLA compliance (to follow up on mqls within X amount of t...Beitrag ansehen
Gelöst
TomS on August 03, 2022
Lifecycle stages and re-engagement campaigns [REPORTING]
Hey all! I'm curious how other Hubspot users deal with re-engagement campaigns, especially on the reporting part. How do you handle contacts that SQL (for the second time), after they've been SQL'd and unqualified in the past? We don' Beitrag ansehen
Antworten Diskussion best practices CRM How-To Marketing Reports
5 Likes
2 Antworten
TomS
Teilnehmer/-in
August 04, 2022
Hi Josh, Thanks for your reply! Good to know we're not missing something. I'll go ahead and create something custom that will fit our rep...Beitrag ansehen
Gelöst
TomS on August 03, 2022
Lifecycle stages and re-engagement campaigns [REPORTING]
Hey all! I'm curious how other Hubspot users deal with re-engagement campaigns, especially on the reporting part. How do you handle contacts that SQL (for the second time), after they've been SQL'd and unqualified in the past? We don' Beitrag ansehen
Antworten Diskussion best practices CRM How-To Marketing Reports
5 Likes
2 Antworten
TomS
Teilnehmer/-in
August 04, 2022
Hi Josh, Thanks for your reply! Good to know we're not missing something. I'll go ahead and create something custom that will fit our rep...Beitrag ansehen
Gelöst
TomS on November 10, 2021
Using Line item tokens in automated Slack message
Hi all, We are making use of the Hubspot x Slack integration to let everyone in our GTM team know when a deal has been created and closed. We are switching to using Line items in Hubspot to have more in dept information on what has been sold Beitrag ansehen
Antworten Diskussion Enterprise Workflows
4 Likes
7 Antworten
TomS
Teilnehmer/-in
April 05, 2022
I've worked around it by just creating lots of If/Then options for each product we are selling and "hard code" the name of the product in the slack m...Beitrag ansehen
Gelöst
TomS on November 10, 2021
Using Line item tokens in automated Slack message
Hi all, We are making use of the Hubspot x Slack integration to let everyone in our GTM team know when a deal has been created and closed. We are switching to using Line items in Hubspot to have more in dept information on what has been sold Beitrag ansehen
Antworten Diskussion Enterprise Workflows
4 Likes
7 Antworten
TomS
Teilnehmer/-in
April 05, 2022
I've worked around it by just creating lots of If/Then options for each product we are selling and "hard code" the name of the product in the slack m...Beitrag ansehen
DSE on November 27, 2020
Addition to "delay until event has taken place" option in workflows
Hey everyone, I was thrilled to see the function "delay until event has taken place" (probably named differently, I'm not using HubSpot in English) and to see, that I could delay an action until a contact clicked a link in a marketing email. Unfortu Beitrag ansehen
Antworten Idee Workflows
16 Likes
4 Antworten
TomS
Teilnehmer/-in
April 02, 2021
Adding to this thread as I also see it would be very helpful to have the " delay until event happens" trigger on a specific link in an email. We have...Beitrag ansehen
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