Sales Email

ElodieD
Participant

Set different email sender options

SOLVE

Hello, When I am on a Contact, I go to Email then Create an Email, I would like to be able to switch the sender.

Currently, the sender is Firstname from Company (email), as per the info I registered in my hubspot profile.

But I added my associate as users, and I would like that when they send an Email to a Contact from the Hubspot interface, they can send it as Firstname2 from Company (email). How can I set up multiple choices on top of the one by default?

0 Upvotes
3 Accepted solutions
aviafriat26
Solution
Participant | Diamond Partner
Participant | Diamond Partner

Set different email sender options

SOLVE

@ElodieD To set up multiple sender options when creating an email, each user needs to connect their own email in Settings > General > Email. If they need to send as another person (e.g., Firstname2), you’ll need to configure a shared inbox in Settings > Inbox > Team Management or set up a connected emailthat can be shared across users. HubSpot doesn’t let you toggle between user profiles directly, but with the right permissions and connections, they can choose the appropriate sender.

 

Meet with Michael

Avi Afriat

View solution in original post

0 Upvotes
VPathania
Solution
Participant

Set different email sender options

SOLVE

*Note from the moderator:

This content appears to be created or formatted with the help of AI tools.

Please use AI responsibly going forward (see Community Guidelines).
____

To allow users in HubSpot to switch the sender email address when composing an email to a contact, you need to configure multiple email aliases for each user or ensure they are set up properly as senders. Here's how you can set this up:


1. Verify Email Sending Configuration

  • Go to Settings in HubSpot.
  • Navigate to Users & Teams under Account Settings.
  • Confirm that your associate is added as a user and their email address is verified in HubSpot.

2. Set Up Email Aliases

HubSpot allows users to send emails from multiple email aliases associated with their profile:

  • Go to Settings > General > Email.
  • Scroll to the Personal Email section.
  • Add the additional email address as an alias for the user.
  • Confirm the email address by following the verification link sent to the inbox of the alias.

3. Enable Email Send From Different Addresses

  • Once aliases are added, users will see a "From" dropdown menu when composing emails in the CRM.
  • They can select any verified email address or alias set up for their account.

View solution in original post

FarioConsulting
Solution
Top Contributor

Set different email sender options

SOLVE

Hi,
You can also look into creating additional custom user properties. As such, when creating an email, you will have more options to choose from for the "From name" and "From address"

You should be able to maintain these new properties similarly to how you manage the main contact owner properties
Cheers,
Harsh

Fario Consulting

View solution in original post

0 Upvotes
3 Replies 3
FarioConsulting
Solution
Top Contributor

Set different email sender options

SOLVE

Hi,
You can also look into creating additional custom user properties. As such, when creating an email, you will have more options to choose from for the "From name" and "From address"

You should be able to maintain these new properties similarly to how you manage the main contact owner properties
Cheers,
Harsh

Fario Consulting

0 Upvotes
VPathania
Solution
Participant

Set different email sender options

SOLVE

*Note from the moderator:

This content appears to be created or formatted with the help of AI tools.

Please use AI responsibly going forward (see Community Guidelines).
____

To allow users in HubSpot to switch the sender email address when composing an email to a contact, you need to configure multiple email aliases for each user or ensure they are set up properly as senders. Here's how you can set this up:


1. Verify Email Sending Configuration

  • Go to Settings in HubSpot.
  • Navigate to Users & Teams under Account Settings.
  • Confirm that your associate is added as a user and their email address is verified in HubSpot.

2. Set Up Email Aliases

HubSpot allows users to send emails from multiple email aliases associated with their profile:

  • Go to Settings > General > Email.
  • Scroll to the Personal Email section.
  • Add the additional email address as an alias for the user.
  • Confirm the email address by following the verification link sent to the inbox of the alias.

3. Enable Email Send From Different Addresses

  • Once aliases are added, users will see a "From" dropdown menu when composing emails in the CRM.
  • They can select any verified email address or alias set up for their account.
aviafriat26
Solution
Participant | Diamond Partner
Participant | Diamond Partner

Set different email sender options

SOLVE

@ElodieD To set up multiple sender options when creating an email, each user needs to connect their own email in Settings > General > Email. If they need to send as another person (e.g., Firstname2), you’ll need to configure a shared inbox in Settings > Inbox > Team Management or set up a connected emailthat can be shared across users. HubSpot doesn’t let you toggle between user profiles directly, but with the right permissions and connections, they can choose the appropriate sender.

 

Meet with Michael

Avi Afriat
0 Upvotes