HubSpot Ideas

danmoyle

Including email Templates in Custom Objects

We use Custom Objects for interacting with our Contacts. Which means we email from those Custom Objects. Unfortunately, we can't use Templates unless we're in Company, Deal or Contact records. I'd love to see us have access to Templates in Custom Objects. Thanks! 

Atualizações da HubSpot
Status atualizado para: Delivered
August 03, 2022 01:53 PM

Hi Community! 

 

The ability to use Templates when emailing from a custom object record is now live! When composing an email from a custom object record, you'll now see that Templates and Sequences are available to send. 

 

Best,
Ana

11 Comentários
GeorgeBThomas
Orientador(a) | Parceiro Elite

I love this idea! It for sure would streamline a bunch of HubSpot users' lives. 

Great call @danmoyle! 👍 

Cesar_awtana
Participante | Parceiro Diamante

Yes, please!!! I vote for it

HubSpotSuprAdmn
Participante

Would be amazing!

LButterfield
Participante

This would be a really good feature to have as we have the same issue.

jj12stars
Colaborador(a)

Also we are waiting for the custom object to be an option for logging using the Office 365 sales tool. Hope that's in the works!

Status atualizado para: Delivered
adimarino
Equipe de Produto da HubSpot

Hi Community! 

 

The ability to use Templates when emailing from a custom object record is now live! When composing an email from a custom object record, you'll now see that Templates and Sequences are available to send. 

 

Best,
Ana

danmoyle
Participante de valor | Parceiro Elite

Thank you @adimarino and team! I love this feature update! 

 

GeorgeBThomas
Orientador(a) | Parceiro Elite

And there was much rejoicing!

MLeonard54
Participante

@adimarino Thanks! Do you know if HubSpot is considering the ability to have personalized tokens based on custom object properties? We've hit a roadblock with this. Our custom object will not be fully functioning/we can't move away from Deals until this option exists.

JFord8
Membro

Yes same here, I have also hit a roadblock I do insurance claims and all the emails and items come from our custom objects in claims, as one person can have many claims. 

Branatee
Membro

@adimarino We're also hoping that we'll be able to use personalized tokens in these templates.