Dec 9, 2022 10:28 AM
Is it possible to add automated emails sent by HubSpot to the Contact or Deal Timeline as an event? For example Marketing Email 1 Sent,
Solved! Go to Solution.
Dec 14, 2022 4:40 AM
Hi @andrenellin,
Emails sent automatically via workflow should appear by default on the contact record. If you filter the timeline by "Marketing Emails" you should see something similar to this:
Marketing email events will not show up on deal records. One to one emails (sales emails) will show up on deal records. In short:
Dec 14, 2022 4:40 AM
Hi @andrenellin,
Emails sent automatically via workflow should appear by default on the contact record. If you filter the timeline by "Marketing Emails" you should see something similar to this:
Marketing email events will not show up on deal records. One to one emails (sales emails) will show up on deal records. In short:
Wednesday - last edited Wednesday
- Marketing Email Activity - visible on contact record
- Sales Email (one to one) Activity - visible on both contact and deal records
I only see Marketing (Automated) emails on the Contact Activities Timeline if a Workflow sent them. If a Marketing Email was sent to an individual Contact, it does not appear! [Scratching my head]
Dec 12, 2022 11:30 PM
Hi, @andrenellin 👋 Thanks for reaching out. Hey @coldrickjack @Bryantworks @DanielSanchez, do you have any experience here? Thank you! — Jaycee