HubSpot Ideas

RebeccaAM

Workflows & Sequences for Shared Inboxes

It would be awesome if we could create a workflow or sequence from a shared inbox. Currently, it seems we can only create a workflow from the default email and a sequence from a personal email. The way we use hubspot, we send emails to clients on behalf of our partners. Each partner has their own email address that the client email needs to come from.

For example: my email is rebecca@mycompany.com. If I need to send an email to Sally on behalf of Partner A, I need to send it from PartnerACares@gmail.com. With the current settings, I can only create a sequence from rebecca@mycompany.com. I'm not really sure about the workflow settings as I don't seem to have the access to create an automated email, but the Seuqence option fits my needs better anyway.

1 Kommentar
rfrisch
Mitglied

We could also use this. Our context is for Support. We want to be able to send sequences to schedule meetings (and follow up when they dont schedule automatically) but use the shared support email to do so.