Add automated emails to Timeline Events

Developer Support APIs & Integrations
1

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,

2

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

3

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:

590×183 20.4 KB

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
4
  • 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]