Sales Email

EPorter8
Member

Sequences Automated email and task

SOLVE

Hi there,

 

I've created a couple sequences with automated emails that I want to send out (automatically), however my sales people are getting tasked to manually send out the email. I have the automated emails in a queue, is this the issue? If I remove it from any queue, will it send out automatically?

 

Thanks!

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sequences Automated email and task

SOLVE

Hi @EPorter8,

 

Could you please share a screenshot of how they are showing up as tasks? There is an option for emails to create tasks, but that would look differently:

 

karstenkoehler_0-1686377796982.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Sequences Automated email and task

SOLVE

Hi @EPorter8,

 

This depends on how you set up the sequence. There is a checkbox whether the sequence should pause for tasks or not:

 

karstenkoehler_0-1686243473283.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

EPorter8
Member

Sequences Automated email and task

SOLVE

Screenshot 2023-06-09 at 3.48.11 PM.png

I have it set up like this, only the final phone call is supposed to pause for tasks, but the two emails are supposed to send out automatically - instead they're showing up as manual tasks for my salespeople. Any ideas? 

 

Thanks!

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sequences Automated email and task

SOLVE

Hi @EPorter8,

 

Could you please share a screenshot of how they are showing up as tasks? There is an option for emails to create tasks, but that would look differently:

 

karstenkoehler_0-1686377796982.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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