Journey builder templates

Salesforce journey builder templates

Templates for HubSpot

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Jordan: Personal follow-up

How's Chipmunk so far, {{ people.first-name }}?

Michael: Personal Onboarding Call Request

{{ people.first-name }}, I'll be your accounting expert at Chipmunk

Jordan: Personal Onboarding Call Request

{{ people.first-name }}, let's get you set-up 👨‍💻

Michael: Personal onboarding follow-up

{{ people.first-name }}, I'm here for a free set-up call

Started trial where Trial plan name is SME

Hi Team! We have a new trial signup 💪 Name: [Name] Email: [Email] Trial plan: [Started trial : Trial plan name] 

Started trial where Trial plan name is Business

Tag as 'Self-onboarding'

Tag as 'Sales-assisted onboarding'

2 hours, 08:00am-05:00pm (Mon-Fri)

Create record - Deal

5 days

Trial Sales Routing

In this trial sales routing example, people enter once a trial has started. A slack notification is send to the team after which trial users are filtered by plan name (you may change this for any attribute that's important to you, for example employee size or number of contacts a user may have), create a deal in HubSpot for a specific sales person and then send out a personalized email from the specific sales person.

Once a Calendly booking with one of the sales people has been made, people will exit this journey automatically.

In this trial sales routing example, people enter once a trial has started. A slack notification is send to the team after which trial users are filtered by plan name (you may change this for any attribute that&#39;s important to you, for example employee size or number of contacts a user may have), create a deal in HubSpot for a specific sales person and then send out a personalized email from the specific sales person.Once a Calendly booking with one of the sales people has been made, people will exit this journey automatically.Connect Hubspot &amp; Calendly and configure it to your needsReplace the filters with an attribute that makes sense for your trial

Trial sales routing

Trial sales routing

Description

Ortto

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