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).
Often our sales reps will send emails / campaigns on behalf of the BDMs or on behalf of each other (over holidays for example). At the moment it looks like the only way to do this is to create a workflow rule - it would be really useful if whilst creating a sequence or whilst a sequence is underway, you can add prospects manually on behalf of other users. Thanks
Please add this feature. Any efficient sales team that is large enough to have Sales Administrators or Personal Assistants, *needs* this functionality so that the sales people can focus on being in conversations, not be typing on their keyboards.
Just sharing what I did as a workaround. (might work or not with the rest of us here). Note: For our use case, we only have one person doing sales stuff so this might not work for larger firms.
1. Created a dummy user with a valid email address (ie: info@company.com) - the email must be a shared mailbox where anyone can access. Would just serve as a repository for email replies from sequence emails. 2. Provided the dummy user the necessary perms to be able to enroll leads/contacts to sequences. 3. Assign a sales seat to the dummy user (Yeah, we wasted one paid seat just to get this done) 4. Connect the dummy user's email address to HS 5. Start enrolling leads to sequence using the dummy user's acct (From address = dummy user's email address) - so any replies goes into that mailbox. 6. Important!!! - Configure a forwarding rule from the dummy user's mailbox to forward inbound replies to the sales person's mailbox so he/she receives those. From there, the sales person does a one-to-one email to move things forward. Again, we only have one sales person so this works for us at least for the time being.
Hard coding the sender when enrolling a contact in a workflow prevents a huge number of opportunities for companys that want to scale. If you have 30 workflows that enroll contacts with a branch for every sales person (and let's say you have 10 sales people), you now have to update the 30 workflows every time a new person is hired. Not the mention there's a branch limit of 20 which means the moment I hit 20 sales people I now have to recreate the 30 workflows. Oh if boss man wants another email sequnce I now have to create two workflows to do the same thing.
We're moving things over to Apollo where this functionality exists in the UI and the API. It's been 4?? years since this idea was originally introduced!
This would be incredibly useful for our team where we have a sales ops person managing this for a few sales directors. Is there an update on this feature?
Please implement this! I currently have to log in as each of my users to schedule sequences on their behalf. My life would be much easier if I could just choose which of my reps I'm sending a sequence from within my own account!
100% should be a feature. I run emails for multiple sales reps in my org and it doesn't make sense to have to log in to multiple accounts to achieve this!
I agree 100%, this is exactly the issuing I'm currently experiencing! I'm the one setting up everything on Hubspot, and my sales team don't have the time or tech skills right now to learn the ins and outs themselves.
Still waiting on this implementation HS. Please add this functionality as it would free up alot of our time. We have leads that our hunters want to send sequences for which would allow me to continue to call, call, call 🙂
Like others here, my CEO is not going to learn how to set up a sequence in HS, so if we want to send an email from him, someone has to login in using his credentials. That just seems like a "worst-practice" and something HubSpot should not encourage let alone require when it comes to something this fundamental to marketing and sales.
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