Default email address for sending from CRM

Hi,

It would be good if we are able to set as default email account, or to change the name(when I want, not forever) of my default account.

 

In the picture below to see if I'm able for example two things:

 

A- Send always as default from email address training@ubi... . The name of sender will still be Edward Willby

 

B- No matter which email address I decide to send the email, to see if it's possible to change the name it is send from, ex. chaning from Edward Willby to Sebastián V.

 

 

Thanks in advance,

Sebastiándefault ex. from one of the connected emails accountsdefault ex. from one of the connected emails accounts

32 Replies
New Contributor

The possibility to change the default sending address, would solve the following problem for us:

 

  • Our company uses Google Apps for Work
  • We use Hubspot for a product which has a different name than our company, we therefore setup email addresses as aliases matching the product brand
  • If setting up a Hubspot account with the alias email address, we weren't able to connect our Gmail account with Hubspot anymore.

 

With this feature, we could use our main email address to login to Hubspot, and setup our product brand email address as an additional email address, which we would set as the default sending address.

Occasional Contributor

Hi Nima,

 

Interesting post and situation which I believe is quite common to all of us and you describe it very well. I hope @annetempelmeier can help us as it's a really important feature.

Txs

Regular Contributor

I really wish this was a feature.    its annoying to have to change it every time i prospect.

New Contributor

Would save time and it's annoying.

Occasional Contributor

I need this feature as well.

Regular Contributor

I need this feature too.

New Contributor

I'm here to hopefully keep this thread active, and to continue to this as a potential new feature.  As someone without any technical expertise it seems like an easy add by selecting a default email in the settings tab as well as default fonts/sizes. 

 

My situation is similar to  @Nima  in that we operate two companies which 90% of my time is focused on one and 10% on the other, but the default setting is on the unfortunate side of this ratio.  

 

I think HubSpot is great so far, and this is only a minor annoyance.  Fix would be both a time saver and help avoid future embarassment sending from the wrong email.

 

Occasional Contributor

This is very important for me as well. Should name changes ever occur at a business, the ability to specify a default email address without going through the hassle of rebuilding your account may be very important. Please consider adding this feature. 

New Member

YES - I need this ASAP! 

New Contributor

I've had the same issue for a client - they mostly send via a group email to customers, which is also hooked up to Conversations within HubSpot, although, it's really easy for them to accidentally send via his or her personal email rather than the group email. They never send from their personal emails so it makes sense to have the group email set as the default for each team member.

New Contributor

I totally agree, this is a real issue for our team, we share a same inbox and have to change the sender adress almost every time we send an email. Beeing able to choose a default sender adress for each account would be a real time saver. Keeping the option to change the email is good too. Hopefully hupspot can implement this soon.

New Contributor

Here is another similar but specific about setting up a default email connected with the account to send emails:

 

https://community.hubspot.com/t5/HubSpot-Ideas/Default-quot-From-quot-email-on-Ticket-email-function...

New Contributor

Yes - I would like this feature as well. We manage multiple brands under our corporate domain and would like to be able to select a "from" account when enroling a contact in a sequence.

 

 

Occasional Contributor | Diamond Partner
Occasional Contributor | Diamond Partner

We have a client who has several business units in one Enterprise portal with different pipelines, reports, etc. but would like to see some of that customization in the marketing side.

 

We had a request to send out an email from the marketing coordinator for a certain business unit. They wanted to send a list to all of their contacts in Texas and make the email come from account managers in the business unit. I set the from email and from name as owner.email and owner.name but needed to set a default in case any of these contacts didn't have an owner assigned. The requesters wanted the default to be something specific to their business unit. 

 

Because this unit is currently the most active and mature in their use of HubSpot they are getting the benefit of "first come first serve" in this sense, but if another business unit has a similar request, we can't use these defaults. My understanding is that in some large organizations, they will purchase individual Hubspot portals for each business unit which would allow each unit to set their own defaults. Our client has gone the route of purchasing one single Enterprise portal for all of their business units. As I said earlier, they have unique pipelines and reports on the sales side which is great, but they are lacking that same granular level of customization on the marketing side. 

 

I know this is probably a complex thing to build into HubSpot, but it would be amazing if you could create a different set of property defaults for personalization based on different teams/business units the same way you can build different pipelines for each team. This is really just the tip of the iceberg on this topic. I can see this expanding.

 

With Sales Pro you have all these templates and sequences available for each business unit. On marketing side it's just email templates, blog templates, custom social posting schedules (which you can only create one I believe). 

 

Purchasing multiple portals can create a lot of inefficiency. I think having this ability to customize on a more granular level on the marketing side would be a big value add to the enterprise level subscription. 

Occasional Contributor | Diamond Partner
Occasional Contributor | Diamond Partner

We also have clients reqesting this feature. With Service Hub you don't want Tickets answered from your personal email but rather with the connected team email. 

 

 

Occasional Contributor | Gold Partner
Occasional Contributor | Gold Partner

This functionality would also be required in the new email drag and drop functionality.

New Contributor

I really need this feature too.

New Contributor

Count me in as well. 

I've set my client up with a ticketing system that utilises different pipelines for different kinds of support request - one for questions about payments, another for questions about Membership etc. This is managed by individual email addresses feeding into individual inboxes which create tickets in the appropriate pipelines. 

 

Ideally, the staff would be able to set a default 'From' address based on the pipeline the ticket is found in, (or the account that received the original email and created the ticket), to save the risk of replying from an unrelated address. Failing that, even the ability to reply to them all from the same generic support email address would save time and avert a decent amount of risk. 

Visitor

+1

New Contributor

We need this too, very useful for a number of use cases.