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liliangjie
Member

How can i change the information in Email-Send when i write a Email

SOLVE

Hello every expert,

 

How can i change the information in Email-Send when i write a Email, the details see you the folllowing picture.

 

How can i change the information in Email-SenHow can i change the information in Email-Sen

 

I will be thankful and wait the solve from your.

 

Thanks 

 

Liangjie Li

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

How can i change the information in Email-Send when i write a Email

SOLVE

Hi @liliangjie,

 

It took some playing around. Here are the steps needed to changing your from name.

 

1. Change your name in the Basic info section.

 

settings.png

 

2. Remove the integration with your inbox and re-connect it under Integrations > Email integrations.

 

remove.png

 

3. Log out and log back in.

 

HubSpot should now show your first and last name as added in the Basic info section. If you want to append your company name, that would have to go into the last name field.

 

These steps worked for me in a free portal, let me work if they work for you, too!

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.

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9 Replies 9
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How can i change the information in Email-Send when i write a Email

SOLVE

Hi @liliangjie,

 

Thank you for these screenshots. Did you follow these steps from my earlier post to check / update your sender name in Gmail? https://support.google.com/mail/answer/8158?hl=en

 

Best regards

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.

liliangjie
Member

How can i change the information in Email-Send when i write a Email

SOLVE

@karstenkoehler 

Ciao Karsten,

It seems doesn't worked, see the following picture.

1.png

 

Best Regard

Li

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How can i change the information in Email-Send when i write a Email

SOLVE

Hi @liliangjie,

 

It took some playing around. Here are the steps needed to changing your from name.

 

1. Change your name in the Basic info section.

 

settings.png

 

2. Remove the integration with your inbox and re-connect it under Integrations > Email integrations.

 

remove.png

 

3. Log out and log back in.

 

HubSpot should now show your first and last name as added in the Basic info section. If you want to append your company name, that would have to go into the last name field.

 

These steps worked for me in a free portal, let me work if they work for you, too!

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.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How can i change the information in Email-Send when i write a Email

SOLVE

Hello @liliangjie,

 

What email service provider are you using for your connected inbox? Which HubSpot subscription are you on (free, Starter, Professional, Enterprise)?

 

You can find my email address on my profile.

 

Best regards!

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.

liliangjie
Member

How can i change the information in Email-Send when i write a Email

SOLVE

@karstenkoehler  Ciao Karsten,

i will describe the problem with following pictures 

  1. I updated the company information (see the frist picture)
  2. Wenn i write Email the sender information doesn’t changed, I have connect my Hubspot account with Gmail (see the second picture)

Thanks a lot 

Li

liliangjie
Member

How can i change the information in Email-Send when i write a Email

SOLVE

Ciao

 @karstenkoehler 

 

1.png

 

2.png

liliangjie
Member

How can i change the information in Email-Send when i write a Email

SOLVE

@karstenkoehler 

Ciao Karsten,

 

I use Gmail.. I post picture later.....

 

Thanks

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How can i change the information in Email-Send when i write a Email

SOLVE

Hi @liliangjie,

 

For emails sent through your connected personal inbox, the from name or sender name should reflect whatever you put into the first name and last name field of your HubSpot profile:

 

settings.png

 

You can access these settings by clicking your image on the upper right of the screen followed by Profile & Preferenceshttps://knowledge.hubspot.com/account/profile-and-preferences

 

If that doesn't work, the from name might be passed on from the provider of your connected inbox. In that case, you would have to check the settings of your email provider. For Gmail, for example, this is where you can make the change: https://support.google.com/mail/answer/8158?hl=en

 

gmail.png

 

You might also find this article about additional aliases helpful: https://knowledge.hubspot.com/email/add-an-email-alias

 

Hope this helps!

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.

liliangjie
Member

How can i change the information in Email-Send when i write a Email

SOLVE

@karstenkoehler 

Ciao Karsten,

Thanks for you advise, but i didn't worked.

 

If it is possible, can you send me your Email adress.

 

I can't add picture via community poster.

 

Liangjie Li

0 Upvotes