HubSpot Ideas

Ellesyanna

Edit & send e-mails directly from sales pipeline

It would be great if we could get an e-mail editor within certain deal stages, where we can send & personalise a marketing or sales e-mail directly when we're moving a deal to a new stage. E.g. to confirm an appointment. We do have a possibility to send a marketing e-mail, but not to personalise it & preview what e-mail is being send directly from the pipeline. This would be a great user experience!

 

We're now trying to build a custom process with rich text properties (which we use as tokens in marketing e-ails) and a separate property per e-mail to state 'send e-mail: yes/no'. But this doesnt' support personalisation tokens and is not very user friendly.

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