Hi,
I’ve my admin email address and I also have several other connected accounts.
How can I do to set-up as default one of the “others” connected accounts instead of my Admin account?
Thanks in advance for anyone who can help me on this.
Sebs
Same question from me!
so I guess no one from @HubspotD or @ninavogt can answer our simple request, it’s a pity as I see it as a very critical situation when you are working with alias and other employees
Thanks in advance if ANYONE has a comment on am issue pls, tks
Give them at least 24 hours friends, there’s a lot of us and only so many of them.
Hey @sebavicto @DyfedWallis I apologise for the delay in getting to this query.
I’m sorry, but in this case I don’t understand the question. Could you explain further?
Are you trying to add multiple connected accounts in addtion to your own?
It is not possible to have this set up by default, each user must log in individually and follow these instructions to connect there inbox: https://knowledge.hubspot.com/articles/kcs_article/email-notifications/how-to-connect-your-email-inbox-to-hubspot-sales
Plet let me know if I have misunderstood the question.
Thanks for picking this up. Let me explain.
In Sales / Contact Record / Email, I have 2 email address I can send from (.biz and .com). These are in a drop down list in FROM. By default it uses my .com address unless I manually select the other address. I want it to use the .biz address by default - as this is the email I will use 95% of the time.
Hey @DyfedWallis if you want to use the second email address as default, you will need to set up a user account with that email address …let me know if his is something you have already done.
Hi @roisinkirby unfortunately that’s not a solution. We are speaking about making the default account one of the “Connected Accounts”.
What you are suggesting as a solution is creating different user accounts/portals which doesn’t make any sense at all.
Thanks in advance if you can escalate this issue in case you don’t have a solution.
I appreciate your comprehension and in case it’s not cleare please do let me know.
Sebastián
Hey @sebavicto @DyfedWallis I just want to clarify the above to make sure we are all on the same page.
@DyfedWallis what you are describing sounds like you are describing having two default sending email addresses for one contact. This is not currently possible with HubSpot, but is a popular feature request. I would therefore encourage you to vote for the feature request which has been posted here.
@sebavicto when you reference ‘Connected Email Address’ / ‘Email’ this sounds more like using setting up your team on HubSpot Sales. Could you please send me a private message outlining exactly what you are trying to acheive and I can review? As explained, the email address that is uses depends on the user account you are signed in on, but I might not be following your request here.
Just wanted to chime in that we are also interested in an enhancement to allow us to specify a default From address, other than a Sales reps primary address.
Support provided me with the following feedback when I inquired about this functionality:
>>>
Hi Keith,
Thanks for contacting Support. It’s not possible at the moment, but it’s definitely something we’re seeing coming up again and again. I know our development team have been discussing the possibility of adding this in the future, but for the moment it’s unlikely we’ll see this in the coming months (it seems like a small change, but requires some pretty heavy lifting behind the scenes to ensure it sends correctly). I’m going to reach out to let them know we’ve had some more cases around this though to ensure it’s front of mind this them. You can mention it on the Community Ideas forum to be notified of an update on this and give others the chance to vote on the topic and the developers would se your response.
The extent of what you can do for a possible solution would be to create a new “user” with the secondary email address that would allow the other Sales users to log in as and send emails from in HubSpot when necessary.
Please let me know if you have further questions around this if not have a great weekend!
All The Best,
Karlon St Bernard
I also wanted to add that this is *very* frustrating to me, and I am not sure why I can switch to my correct email I want to use for sales fluidly, but not just set it to default there.
Also, the link that roisinkirby provided for us to vote on in Hubspot Community is a different issue. That link is for having 2 email addresses for a contact. We are asking that we be allowed to choose the default email address we send from for the built-in emailing/CRM functions.
Can you update me when this feature becomes avaiable, please? Thank you!
Creating another user may be an inconvenient yet effective workaround, but at least in my case it leads to another issue: The email address and name of every single user in a Hubspot portal is viewable to all other users, regardless of their permission rights.
That’s a whole other issue. It seems anyone, even a temp who may work for a week or two has access to the entire organization’s list of users -- employees, managers, subcontractors, etc. Not to mention, with the Enterprise addition I assume that also means they can see the entire hierarchy of teams, i.e. business structure. For me and I assume others, such things are trade secrets.
Any suggestions?
@roisinkirby that is very unfortunate. This could be such a simple feature. I found that HubSpot is such a great tool and very user friendly. Such small things that really matter make it so painful. I had wished to see you at HubSpot taking this valuable user feedback and implement it into the tool rather than saying “this is not possible, except you create a new account”.
Hi,
It would be good if we are able to set as default email account, or to change the name(when I want, not forever) of my default account.
In the picture below to see if I’m able for example two things:
A- Send always as default from email address training@ubi… . The name of sender will still be Edward Willby
B- No matter which email address I decide to send the email, to see if it’s possible to change the name it is send from, ex. chaning from Edward Willby to Sebastián V.
Thanks in advance,
Sebastián
default ex. from one of the connected emails accounts
The possibility to change the default sending address, would solve the following problem for us:
- Our company uses Google Apps for Work
- We use Hubspot for a product which has a different name than our company, we therefore setup email addresses as aliases matching the product brand
- If setting up a Hubspot account with the alias email address, we weren’t able to connect our Gmail account with Hubspot anymore.
With this feature, we could use our main email address to login to Hubspot, and setup our product brand email address as an additional email address, which we would set as the default sending address.
Hi Nima,
Interesting post and situation which I believe is quite common to all of us and you describe it very well. I hope @annetempelmeier can help us as it’s a really important feature.
Txs
I really wish this was a feature. its annoying to have to change it every time i prospect.
Would save time and it’s annoying.
I need this feature as well.