Cases & New Ideas

Kaks.io Labs at work. Read how to use HubSpot to improve your business.

 

 

JUL 30, 2019

Quick Tips: 5 things you can do with workflows

TOPICS: SALES, QUICK TIPS, AUTOMATION

Why use workflows? When contacts meet specific trigger criteria, they will automatically enroll in your pre-determined workflow. This saves you heaps of time as you no longer have to monitor visitors manually on your site. 

What are my options? HubSpot offers five different types of workflows. A workflow can be based on a Contact, Company, Deal, Ticket or Quote.

How do I get started? You can find workflows in HubSpot from the automation-tab and select workflows. When you enter the workflows-workspace, you can choose what you want to base your workflow on and get started with the process. 

READ FULL STORY
JUL 3, 2019

Quick Tips: Why sequence queues are time-savers

TOPICS: SALES, QUICK TIPS, AUTOMATION

Problem: It is time-consuming to keep track of prospects that haven’t responded to my emails and need a reminder. 

Solution: Sequence queues

What does it do? Sequence is a tool that queues up a series of emails and sends them as scheduled. The sequence terminates if the contact responds to your email or books a meeting using your HubSpot meeting link.

 

READ FULL STORY