Do I need another seat?

CRM & Sales Tips, Tricks & Best Practices
1

Hey everyone,

Our events director would like to be the first point of contact for our leads, she would like the first email of a sequence to come from her, what is the best way to go about this? I would need another seat first and foremost right?
She also asked if I could be automatically cc’ed in emails.

Thanks!

2

Hi @USotomayor,

Generally, sequence email sending / enrollment does require a Sales Hub Professional / Enterprise seat, yes: Create and edit sequences

Sequences do however come from one sender. I’m not aware of any settings to have certain emails from a sequence coming from a different sender. You would have to set up separate sequences (for the first email, another for the remaining) or use the marketing email tool instead.

Best regards

3

Hey Karsten,

Thank you for the reply as always! We are thinking of using ConverKit to send out the first email, is there any kind of Hubspot integration with CK? What we are looking for is that I get the leads to my hubspot after the email is sent.

4

@USotomayor there does seem to be, yes, however I haven’t tested it and can’t comment on whether it supports the functionalities you’re looking for: ConvertKit Integration for Hubspot | Salespanel