Hey I’m the super admin on my account and I’d like to send emails/enroll contacts on behalf of my sales team. How do I do that without logging into their accounts?
Cheers,
Aaron
@aeasaw I believe this is related to this post about appointments -
https://community.hubspot.com/t5/CRM/Appointment-Scheduling/m-p/262801#M113396
A thought, but not a good one - copy the person and in your signature add something like - sent on behalf of John Smith by (your signature)
You can enroll contacts for them and the make then the “contact owner”
Hello!
I need to be able to have my sales team’s PA’s send emails for the sales team from the sales team email addresses on hubspot without being logged into their accounts. I use salesforce for my other company and this has the functionality to select the senders email of your choice as long as they are a hubspot user. I.e Bob can send an email for Mike but for all intents and purposes from the clients perspective, Mike sent the email himself from his email address. Is there any way to do this on hubspot?
Hi @NMuller0,
It’s not possible to send sales emails through the connected inbox of another user – probably because it’s their connected inbox and email address that would be used.
The only way to send emails on behalf of another user would be using marketing emails and selecting the contact owner as the sender in the settings tab of the email: Send a marketing email from a contact's owner
Best regards!