Hi everyone. Anyone happen to know how I find the list of Dynamic Tokens and what values they are tied to in HubSpot?
For example, I have no idea which of these two Owners to choose for the From email. I want the email to come from the Deal Owner (sales pereson over that account).
If you want to send an email from the deal owner, in the dropdown from your screenshot scroll down a bit and click Add personalization token. That's where you can select the Deal object and Deal owner property.
Generally you can look up all defined values for a property in the property settings: Settings > Properties
For user properties like Contact owner or Deal owner, the values correspond to all users in your portal, under Settings > Users & Teams.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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If you want to send an email from the deal owner, in the dropdown from your screenshot scroll down a bit and click Add personalization token. That's where you can select the Deal object and Deal owner property.
Generally you can look up all defined values for a property in the property settings: Settings > Properties
For user properties like Contact owner or Deal owner, the values correspond to all users in your portal, under Settings > Users & Teams.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer