Default email address for sending from CRM

sebavicto

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

HubSpot updates
40 Replies
sockclub
Participant

We absolutely need this functionality. Our designers' internal email addresses potentially being sent to clients seems so easily avoidable with this feature but without it they have to check for it every time which disrupts the workflow and in case it's missed causes a lot of rework.

Carl_faulkner
Member

This feature is essential for running a support function. You can't have customers emailing a central support inbox, then receiving replies from personal accounts.

I must say I'm very surprised it's not possible to do this already!

juliansurber
Participant

@hubspot Is there an update if this can be expected soon? My team would really appreciate this feature!

Slevene
Member | Diamond Partner

Would love this feature as well—we've had instances of emails being sent from members of our agency rather than from our clients.

 

I reached out to support and their advice for a workaround was just to clone emails that have the correct 'from' name and email.

Brut
Member

Yes, it's the most wanted feature, so please fix this ASAP.

 

Thanks!

TabithaBurnham
Member

Definitely need this ability - would love to see this rolled out soon

ElSpeedbumpo
Member

All for this. The more emails you add the worse it is. 

 

M0zz0
Participant | Diamond Partner

We absolutely need this functionality +1

TonySchmidt
Contributor

Please look into adding this feature. It's currently wasting time and intruduces possible accidental email sends from personal addresses.

alyssa721
Member

This feature would be very useful for us- we changed our company name and so we have new aliases, but our Hubspot is linked to our original account name. When we automate our emails, we don't want to have to change alias for every single email recipient. It's really inefficient and hard to remember to do this. 

louischausse
Key Advisor | Platinum Partner

We have this problem for tickets...

 

it is the same shared account for all tickets pipelines.

 

Here is the structure of our support teams.

 

Three teams:

- team 1

- team 2

- team 3

 

So we created 3 corresponding ticket pipelines and 3 corresponding conversaton Inboxes

 

Each inboxes have connected email adresses:

- team 1

>team1@domain.com (for all inquiries to this team)

>team1_customer1name@domain.com (priority channel only for our customer 1) (This one is set as default for all tickets)

>team1_customer2name (priority channel only for our customer 2)

 

- team 2

>team2@domain.com (for all inquiries to this team)

 

- team 3

>team3@domain.com (for all inquiries to this team)

 

So... as you can see, it makes no sense at all that the default is a very specific address... the priority channel only for our customer 1 for a specific kind of problems...

 

We need to be able to set a default for each inbox/pipeline.

 

JimHarris
Contributor

This is a big problem for us. Most of the time we send our emails from one of our "generic" inboxes that is connected in the converstaions tool instead of our intended personal inbox. This causes a lot of confusion and frustration for our co-workers and our customers. 

Anneli
Member

Idea? -I'd say defect!

 

We have four support/sales pipelines in HUbspot, and every time someone writes an email response the wrong from-address is chosen. Even if we've already set every pipeline with it's own default from adress. UX fail.

cnroth
Member

Yes, please! Fantastic idea, would be very useful for many of us.  

radapop
HubSpot Employee

Upvoted! This would save a lot of time and mistakes

alguil
Participant

+1 on this idea

YiRui_Chua
HubSpot Employee

Commenting for a customer here!

Setting a default email address should be added in within the settings > email integrations tab. If customers were to send out multiple emails each day, this can potentially save them a lot of time.

BigDaddyBear
Participant

Very much agreed. Having a default here would save us a lot of hassle! 

busdav
Participant

Agreed. 

MichaelBrophy
Member

We use the email templates to deliver quotes* to new leads, plus send a bunch of other routine messages. every time we log into hubspot, the default "from email" for these messages is the email associated with my account. I would prefer that the default email be a shared inbox that is always covered by someone, so when a customer replies we have a person ready to answer in a timely manner. Every time I log in and start sending emails, I have to remember to switch the "from" field to the shared email. 

 

*we've tried the quote tool but it doesn't quite suite our needs