After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
+1 for this too, we need to be able to support our sales teams with the power of HubSpot sequencing, but this restriction is holding us back. Allocating the sender to sales staff is a feature we can see soon?
Not being able to do this is a huge bottleneck in the automation process. We have a diverse and global team and having to push and prod across timelines to get them to enroll a list is the opposite of a streamlined outreach process.
This is a standard feature in every other sales enablement platform. HubSpot, waht are you doing?
The workflow workaround is terrible, because if any contacts fail at the enrollment step (e.g., due to a global bounce), they disappear into the workflow error log, which does not allow exports. I have to manually add each and every record to a static list so that the sales side can process them (e.g., search for another contact at the firm, confirm contact info, etc.). I spent an hour yesterday doing just that. Not a productive use of my time. If the contacts could be enrolled directly in the sequence on the sales person's behalf, the fails would go into the error log, where they can be exported and processed—and our reporting looks accurate.
I feel like I'm missing something, how is someone in a sales support role supposed to handoff a lead to a salesperson, if they can't enroll them in sequence?
ok so this has been under review since 2020?????????
At the very least someone who is a super admin should be able to send emails from other users. I initiate emails on behalf of our sales team to coordinate calls and follow-ups. I NEED this! We are a small business and work very lean; I need them doing as much as possible in other areas. The marketing hub is not always the answer, the CRM should have this capability as well.
Here are some of the other places this has been brought up:
