topic Re: Add automated emails to Timeline Events in APIs & Integrations

Add automated emails to Timeline Events

andrenellin — Fri, 09 Dec 2022 15:28:23 GMT

Is it possible to add automated emails sent by HubSpot to the Contact or Deal Timeline as an event? For example Marketing Email 1 Sent,

Re: Add automated emails to Timeline Events

Jaycee_Lewis — Tue, 13 Dec 2022 04:30:39 GMT

Hi, @andrenellin 👋 Thanks for reaching out. Hey @coldrickjack @Bryantworks @DanielSanchez, do you have any experience here? Thank you! — Jaycee

Re: Add automated emails to Timeline Events

coldrickjack — Wed, 14 Dec 2022 09:40:27 GMT

Hi @andrenellin,

Emails sent automatically via workflow should appear by default on the contact record. If you filter the timeline by "Marketing Emails" you should see something similar to this:

Marketing email events will not show up on deal records. One to one emails (sales emails) will show up on deal records. In short:

Marketing Email Activity - visible on contact record
Sales Email (one to one) Activity - visible on both contact and deal records

Re: Add automated emails to Timeline Events

YBen-Avraham — Wed, 29 Mar 2023 09:54:12 GMT

Marketing Email Activity - visible on contact record
Sales Email (one to one) Activity - visible on both contact and deal records

I only see Marketing (Automated) emails on the Contact Activities Timeline if a Workflow sent them. If a Marketing Email was sent to an individual Contact, it does not appear! [Scratching my head]