CRM

Pelagic
Member

How do we create a template from Deal tokens/properties?

SOLVE

How do we create an email template from Deal tokens/properties?

1 Accepted solution
edjusten
Solution
HubSpot Employee
HubSpot Employee

How do we create a template from Deal tokens/properties?

SOLVE

HI @Pelagic    As it turns out, personalization tokens for deal properties are not yet available in Hubspot. Could you add comments to this ideas forum post suggestioning the use of deal tokens

 

In particular context surrounding the following would be ver y helpful to our product team:

 

WHO is the feature for?

WHAT tool does it improve?

What is your GOAL?

Where ROADBLOCK does this feature eliminate?

How would this add VALUE?

 

Thank you,

Ed Justen

 

 


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edjusten
Solution
HubSpot Employee
HubSpot Employee

How do we create a template from Deal tokens/properties?

SOLVE

HI @Pelagic    As it turns out, personalization tokens for deal properties are not yet available in Hubspot. Could you add comments to this ideas forum post suggestioning the use of deal tokens

 

In particular context surrounding the following would be ver y helpful to our product team:

 

WHO is the feature for?

WHAT tool does it improve?

What is your GOAL?

Where ROADBLOCK does this feature eliminate?

How would this add VALUE?

 

Thank you,

Ed Justen

 

 


Did my post help answer your query? Help the Community by marking it as a solution
0 Upvotes
jacquelp
Member

How do we create a template from Deal tokens/properties?

SOLVE
 
This is weird, because it worked with my contact on 2 separate deals, but on the 3rd deal, it wouldn't populate the new info.
 
 
0 Upvotes