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Anupa_Dayaratne
Contributor

Tag workflow emails to the Deal record activity stream

SOLVE

We have configured a workflow to send an email (using Send Email workflow action) when a Deal stage changes to 'Closed Won.' Although the email is successfully sent upon reaching this stage, it does not appear under the Deal's activity stream.

Is there a way to get the sent email (sent through Workflow) within the Deal record's activity log?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Tag workflow emails to the Deal record activity stream

SOLVE

Hello @Anupa_Dayaratne,

 

This is unfortunately not possible at this stage. However, other users have requested this before:

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Tag workflow emails to the Deal record activity stream

SOLVE

Hello @Anupa_Dayaratne,

 

This is unfortunately not possible at this stage. However, other users have requested this before:

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.