APIs & Integrations

andrenellin
Membre

Add automated emails to Timeline Events

Résolue

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,

1 Solution acceptée
coldrickjack
Solution
Contributeur de premier rang

Add automated emails to Timeline Events

Résolue

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:

 

Screenshot 2022-12-14 at 09.37.41.png

 

Marketing email events will not show up on deal records. One to one emails (sales emails) will show up on deal records. In short:

 

  • Marketing Email Activity - visible on contact record
  • Sales Email (one to one) Activity - visible on both contact and deal records

 

Voir la solution dans l'envoi d'origine

0 Votes
3 Réponses
coldrickjack
Solution
Contributeur de premier rang

Add automated emails to Timeline Events

Résolue

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:

 

Screenshot 2022-12-14 at 09.37.41.png

 

Marketing email events will not show up on deal records. One to one emails (sales emails) will show up on deal records. In short:

 

  • Marketing Email Activity - visible on contact record
  • Sales Email (one to one) Activity - visible on both contact and deal records

 

0 Votes
YBen-Avraham
Contributeur

Add automated emails to Timeline Events

Résolue

 

  • 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]

0 Votes
Jaycee_Lewis
Gestionnaire de communauté
Gestionnaire de communauté

Add automated emails to Timeline Events

Résolue

Hi, @andrenellin 👋 Thanks for reaching out. Hey @coldrickjack @Bryantworks @DanielSanchez, do you have any experience here? Thank you! — Jaycee

linkedin

Jaycee Lewis

Developer Community Manager

Community | HubSpot

0 Votes