Data Hub

Anupa_Dayaratne
投稿者

Tag workflow emails to the Deal record activity stream

解決

We have configured a workflow to send an email (using Send Email workflow action) when a Deal stage changes to 'Closed Won.' Although the email is successfully sent upon reaching this stage, it does not appear under the Deal's activity stream.

Is there a way to get the sent email (sent through Workflow) within the Deal record's activity log?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Tag workflow emails to the Deal record activity stream

解決

Hello @Anupa_Dayaratne,

 

This is unfortunately not possible at this stage. However, other users have requested this before:

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

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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1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Tag workflow emails to the Deal record activity stream

解決

Hello @Anupa_Dayaratne,

 

This is unfortunately not possible at this stage. However, other users have requested this before:

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

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.