Single Send API

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New Contributor

Hi all, 

 

Just a question before purchase, we were wanting to use the Single Send API to send transactional emails (job completed) on Deals. Eg. After we close a deal and compelte the job we're using the API to trigger a status update a hopefully an email send. 

 

However I can't see in the documentation that you can attach the email to a Deal record, contact for sure but not Deal. Anybody done something like this?

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Regular Advisor | Silver Partner

Hi @markw_argo 

 

If you send an email to a Contact – that's associated with a Deal – then the email will appear in the timeline... but I suspect that's not quite what you are looking for.

 

If you're using an API you could send the email from your server, BCC HubSpot (so it's attached to the Contact) and update a Custom Property in the Deal to record any information you want saved.

 

Would that achieve your goal?

Mike

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New Contributor

like all things, yes..... and no... 

 

so let me just recap so we're on the same page... 

 

- contact is associated with deal

- you send emails to contacts, not deal/contact

 

so if you send an email to a contact, and they have multiple deals? 

 

We're a translation agency, a single contact could have any number of deals (projects) with a year. The emails we want to send are for project completion (eg. deal is done, here's your work, you owe us money), and (how did we do?) I guess what I'm saying is that we don't want all these project/deal based emails for a contact to show across the spread of projects they do with us. does that make sense?

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Regular Advisor | Silver Partner

Hi @markw_argo 

 

Would quotes help you: https://knowledge.hubspot.com/deals/use-quotes

 

If you're using Marketing Pro you can run some automations but you'd need Sales Pro to run Automations based on Deals,

 

Sounds like you may need a custom solution.

 

Happy to discuss.

Mike

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HubSpot Moderator

Hi @markw_argo,

 

If you are using our Single Send API to send an email to a contact in HubSpot the activity/log of the email being sent will only appear on the contact record. So if a contact is associated to X deals it is not going to appear ont he timeline of those deals.

 

I'm not sure if that is exactly what you are looking for but from an API perspective I just wanted to let you know what to expect.  This is what you would see on the contact timeline. However the same event will not be surfaced on any of the associated deals.

 

email-on-contact.png

 

Regards,

Jack

 

Jack Coldrick
Solutions Engineer @ HubSpot
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New Contributor

Hey thanks for getting back to me. 

 

No its not what I was hoping for, is there a place where I could lodge a feature request? I suppose this would also be useful for Tickets as well. 

 

For the timebeing we'll use the Timeline API to track some of the information. 

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