Account Setup MistakeSOLVE
Jan 30, 2019 2:07 PM
I was wondering if someone in the community could help me with a self-inflicted problem 😉
When I set up HubSpot CRM, I tagged the account to my name (MichaelH) and an email address (firstname.lastname@example.org). The intent was to use this email address for any Admin activities or correspondence from HubSpot. My next step was to attach an active inbox for all customer related activities/email correspondence [email@example.com].
As I started to send and receive emails using firstname.lastname@example.org, HubSpot started collecting data (emails, names, addresses, company, etc) as it should, and I also edited some of the info. The problem surfaced, when I set a reminder to follow up with a customer. The reminder went to email@example.com, and not firstname.lastname@example.org. What I realized then is that the HubSpot account is tied to MichaelH using email@example.com, so all notifications will be sent there.
So, should I set up an additional user in HubSpot CRM (say MikeH using firstname.lastname@example.org) and assign them the lead for my customers in an effort to have any assigned activities/notices, etc. go to that Gmail account?
Hopefully I didn’t create a massive mess. Thanks.
Solved! Go to Solution.