• Live group demo of Marketing Hub + Data Agent

    Standardize reporting, reduce manual work, and introduce AI without cleanup

    Join us on March 12
  • Marketing that's efficient and human? That's Loop Marketing.

    Explore HubSpot Academy's 39-video playlist and put it into practice.

    Start learning

Default email address for sending from CRM

sebavicto

Hi,

 

I've my admin email address and I also have several other connected accounts.

 

How can I do to set-up as default one of the "others" connected accounts instead of my Admin account?

 

Thanks in advance for anyone who can help me on this.

Sebs

HubSpot Updates
Delivered
December 06, 2024 10:16 AM

Hi everyone! Thank you for your feedback throughout the beta. I'm excited to announce this functionality is now Live to all portals: https://app.hubspot.com/l/product-updates/?update=13958451 !

October 08, 2024 02:59 PM

@DanaIrvine we found and patched a bug with the beta earlier this week that I think might be what was impacting your users. Please let me know if you're still experiencing that issue where it doesn't work for some people!

October 08, 2024 02:58 PM

Amazing context, thank you @AlaynaNelson ! I've shared that with our Help Desk PM who is exploring the idea of defaults for the support/service use case. This particular feature will probably stay a user level setting for now, but I wouldn't be surprised to see something additional that's closer to what you're describing available in the near future 🙂 

October 03, 2024 08:36 AM

Great feedback, thank you @AlaynaNelson! For your support team, are your users primarily working from the Ticket record or a dedicated workspace like Help Desk or Conversations Inbox? 

 

@DanaIrvine let's get this working for you. Have you reached out to HubSpot support yet? Feel free to send me a message here and we can take a look!

 

In Beta
September 27, 2024 08:41 AM

Hi all! Thank you for your patience as we worked on this feature. I'm so pleased to share we've just entered Private Beta! Follow this link to request access for your portal. I will be doing regular ungates at least once every business day. Please let me know if you run into any issues.

In Planning
July 18, 2024 03:44 PM

Hi everyone! I'm very excited to share that this idea is now In Planning! Thank you for all the feedback so far. Stay tuned for future updates.

Being Reviewed
February 26, 2024 03:23 PM

Hi everyone! I am updating this idea to Being Reviewed as we consider if we'll be able to deliver it this year.

Not Currently Planned
March 19, 2021 04:56 PM

Hi everyone - Thanks so much for your comments and engagements on this thread. We take your feedback very seriously and have been tracking the popularity of this request. We don't currently have the bandwidth to tackle this work right now, so I'm updating the status of this idea to reflect that. Apologies that it's not better news, but I will be back here with an update if and when we are able to move forward with this!

March 20, 2017 10:23 AM

Hey @sebavicto @DyfedWallis I apologise for the delay in getting to this query. 

I'm sorry, but in this case I don't understand the question. Could you explain further?

 

Are you trying to add multiple connected accounts in addtion to your own? 
It is not possible to have this set up by default, each user must log in individually and follow these instructions to connect there inbox: https://knowledge.hubspot.com/articles/kcs_article/email-notifications/how-to-connect-your-email-inbox-to-hubspot-sales

 

Plet let me know if I have misunderstood the question. 

189 Replies
Bob2245
Top Contributor | Platinum Partner

I ... just can't quite believe this is currently set to "Not currently planned". 

 

Client of mine has 50+ support agents who have to switch their from address *every single time* they reply to an email (600-700 tickets a week), or it gets sent from another connected inbox that they should not be sending emails from at all. It seems random which email address is shown as your default from address when creating a new email too, so no way to control this.

 

This really isn't a workable solution for an enterprise level service product!

RockyPrairie
Member
Yes, and to think I submitted this idea in 2020? A LONG time ago!
dentalcentral
Member

This has been in discussion all the way back to 2017?

This fundamentally needs to get fixed. I have emails going out of a seconary email account... too many... that are going to confuse my clients.

This needs to be fixed ASAP

CBehrens
Participant | Platinum Partner

+1

JBri
Member

Not having this feature is starting to generate a lot of headache for us, and obviously for a lot of other customers as well. This should be prioritized!

JTrainor9
Member

Gotta be fixed! We want to create personal support connections and a big part of that is personal emails -- not a general "help@" inbox. Asking employees to manually change the "from" address every time is doomed for mistakes.

AlessioSc
Member

its so important please!

CSupport18
Member

Its about time Hubspot implements this, shouldnt be a big deal.

JSingh524
Member

+1

ACampbell44
Participant

I also have this problem. 

 

We have a number of different teams that all have their own pipeline. 

But our individual users can email out of all emails from all pipelines.

 

If they arent checking the "from" field and selecting from the drop down its causing lots of confusion and some inappropriate emails to clients. I.e. potential leads being emailed from the "complaints" inbox. 

 

Also, when the customer replies, this hits the wrong inbox, and goes through the wrong workflow. The tickets are either lost or delayed when this happens.

 

ideally I'd like to restrict who can send from what email from the presets function, the permissions function, or just by linking it to the pipeline/inbox. So only email accounts related to that pipeline can be used on tickets in that pipeline. 

LJam23
Participant

For setups where different teams oversee different pipelines, this is a must. It's very easy to forget and choose the wrong From address, and suddenly emails are coming from a different address and going into a different HubSpot inbox. The list continues to add up on all the things my users must remember to do manually.

PvZandwijk
Member

Currently this only works when directly replying to an e-mail within the ticket, this works out on a lot of occassions, but ideally this would be a basic functionality in new e-mails within a ticket too. 

Suzanneranner
Participant

This would really help out our service/sales reps. Thanks for posting.

RockyPrairie
Member
Thanks!
I know and I posted this so long ago I can’t remember with still no action. 邏
KPolder
Member

We have multiple teams using Hubspot and its not appropriate that they all have access to viewing each inbox - further to that, all users actually have the ability to email from ANY email address on the Hubspot account. Would be great to see a fix asap!

DanaIrvine
Contributor

We are also seeing this. It has even bigger implicaitons for us. We have 2 brands, and each should not know that the other one exists. We are seeing incidents where someone forgets to check the "from" address, and the email was sent from the wrong brand's support mailbox. This sort of mistake could cost us clients. Please fix this!!!!

ARich
Contributor

HubSpot we are in the same boat as @DanaIrvine. Two brands and most clients shouldn't know the other brand is related. It can become very costly to make this mistake. When can we expect your team to dive into this request? 

artamlsusan
Member

+1

It's vital that we can set a default 'from' email address for each user. We're a technology company providing a niche compliance solution, and it's far from idea for sales emails to come from our compliance team's address. Replies are now landing in the wrong team's inbox, which is going to make it difficult for us to keep on top of replies and where we are with sales.

AlaynaNelson
Participant

This would be so helpful to set up on a pipeline or user/team basis. We have an external party in our HubSpot instance to help manage support tickets. Occassionally we escalate things to them to manage with the customer directly but keep it in HubSpot so we have visibility. This team needs to reply from their company shared email, not from ours. But when they go to reply to an email thread, it is defaulting to the last shared email from our company. If I could say "When this team replies to ticket emails, their send from email must be x" and "this teams send from email should be y for this pipeline" for example, that would be huge!

 

If I could say, no  matter what, all emails from this team should default from this address but then also have the ability to say this team's send from email is this for this pipeline and that for the other pipeline. The flexibility would be so helpful!

MankaB
HubSpot Employee

+1 on the behalf of a customer!