Adding an Email Alias Property to a HubSpot User's Record

Marketing & Content Hub Email Marketing Tool
4

Hi @Billsen,

I would use a Workflow to set that property. So the steps would be:

  • Create your custom property for email alias as a contact property
  • Create a workflow that enrolls when contact owner is known
  • Create if/then branch looking for each of your reps as contact owners
  • Under each individual if/then statement, use the “set property value” action
  • Set the property value for the custom alias property you created to reflect the alias for each rep based on ownership

I’d be happy to connect with you on a Zoom call if that would be helpful.

Josh

Thanks for the ping @sharonlicari!