Lists, Lead Scoring & Workflows

Wilco
参加者

Workflow based on Sales Email

解決

I'm creating a workflow and would like to know if an email was sent within the Sales platform. Is this possible?

0 いいね!
1件の承認済みベストアンサー
shearn
解決策
キーアドバイザー

Workflow based on Sales Email

解決

No, they are classified as marketing emails and are sent from the Marketing software. The Workflows feature is specific to the Marketing software but any emails sent will show up in your contacts activity feed within the Sales software as contacts are synced across all products. You can specify the Email Type to be a Sales Email, but that won't associate it with the Sales software.

 

Sequences allow you to create automated email workflows in Sales. This is a Sales Pro feature. https://www.hubspot.com/products/sales/sales-automation 

Did my post help answer your query? Help the Community by marking it as a solution.

元の投稿で解決策を見る

1件の返信
shearn
解決策
キーアドバイザー

Workflow based on Sales Email

解決

No, they are classified as marketing emails and are sent from the Marketing software. The Workflows feature is specific to the Marketing software but any emails sent will show up in your contacts activity feed within the Sales software as contacts are synced across all products. You can specify the Email Type to be a Sales Email, but that won't associate it with the Sales software.

 

Sequences allow you to create automated email workflows in Sales. This is a Sales Pro feature. https://www.hubspot.com/products/sales/sales-automation 

Did my post help answer your query? Help the Community by marking it as a solution.