Measure the rate of calls-to-qualified calls by sales rep
Find out how many calls your sales teams are qualifying.
Cradle triggers used
- User that created this contact from within Cradle
- Create date
Putting together the workflow
When a new contact is added to HubSpot through Cradle, you might want to send them an email to thank them for their call, or to send them further information following the phone call. For example, you may want to automatically send them more information on how to sign up.
By using the User that created this contact from within Cradle property, we can trigger a workflow that emails the new contact a welcome email.
Enrollment
Create the following enrollment triggers with an AND between them:
User that created this contact from within Cradle is known
Create date is less than 1 day ago
Re-enrollment
Do not use re-enrollment for this workflow.
Action
Wait!
This delay will make your email seem less creepy.
Then send your email.
