Hi!
To streamline your workflow and manage sequences in Smartlead or Heyreach directly from HubSpot, you’ll want to look for integrations or automation options. Here are some steps and suggestions:
1. Check for Native Integrations: Start by checking if Smartlead and Heyreach offer direct integrations with HubSpot. These integrations sometimes include triggers that can automatically stop sequences based on specific actions in HubSpot (e.g., updating a contact’s status).
2. Use Clay (formerly Integromat): If native integrations aren’t available, you can use Clay to connect HubSpot with Smartlead or Heyreach. You could set up a workflow so that when a specific condition is met in HubSpot, it triggers an action to remove lead from sequence in Smartlead or Heyreach.
If you’re unsure how to set up these automations, both Smartlead and Heyreach’s support teams might be able to assist with custom configurations, or HubSpot’s support team can guide you on workflows.
Hope this helps streamline your setup! 🚀 Let me know if you have more questions!
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