Hello, I built a Workflow that sends an Email to Users with all their open deals listed in the email. In theory this works completely fine: Email gets send to a contact and all deals are listed in the email. Only (but major) issue is that for read more
Hi @PZimathies , Great question, thanks for asking the Community! 1. Could you please share the trigger that you added in this deal based workfl...read more
Is there a way to have an email template that is sent be the trigger in a workflow? My goal is that when a template with the contract is sent to a contact, it will automatically create an associated deal with the name of the contract and place it read more
Hi @KLallemont ,
It's not possible to filter for templates directly but you can use an email subject line as a trigger. In a workflow, you wou...read more
Hello all, We are currently implementing HubSpot and am having difficulity with regards to email configuration and setup. Our company operates two different websites and therefore two different domains. We have two business units in our account read more
My understanding of Email Aliases is that you can not use them to send email from Hubspot. To test this, i have set up the additional email addresse...read more
I was wondering if there was a way to stop being notified when I opened an email that I wrote. Many times I go to my sent folder in Outlook to reread emails for information that I originally sent out. When this happens I get notified that "someone read more
Hi @RMeng65 ,
This depends on whether you're using the sales extensions, but generally yes, this is possible. You can find instructions here: ...read more
Hi, I would like to change the settings so emails from our CEO and CFO are not tracked internally, without using the IP address or turning off tracking completely. I am wondering how other companies manage this.
Hello, I'd love to be able to send a sales email template within an automated workflow, rather than a marketing email. It doesn't appear that there is a way to do this? Has anyone identified any workarounds to achieving this? Thank you!
Hey @SDay29
you can either use sequences
or use plain text templates for your marketing emails
and personalize the owner's firm so that they...read more
I have a set of 20 google sheets wwhich are sales report. I need to send these sales report to the customers through a hubspot mail campaign. One google sheet is actually associated with 3 or 4 contacts. On the mails i send i want to add a summary read more
Hey @AMason81 the way you've suggested would be the simplest way to do this. Just have each contacts email in one column and the "quick summary" in...read more
A client emails me and asks me to confirm some contract info that my Ops team has saved as a Custom Property under the Company. How do I pull that info (like Personalize in Templates and Snippets) without taking 2 mins per email to dig through t read more
Hi @HFles ,
No, snippets are meant for text expansion only. If you need to include images, your best options would be templates: https://know...read more
Hello I have a request and find no answer to my question: We want to have a no-reply email ( we launched the request from our team to have it done in Gmail) and we want to know if we have those 2 possibilities: 1. The contacts can't not reply read more
Hi @Nikie ,
The auto-reply would have to be set up in Google, not in HubSpot. HubSpot does not have any auto-reply features that I'm aware of....read more
Hello, We have multiple Inboxes connected to our CRM for different support teams, and therefore have multiple "From" options when sending emails out. Our team members don't always check which email they are sending from, so emails are accidental read more
@Jnix284 - No one other than myself has ever had access to this Inbox, but everyone can still select it as an Inbox to send from when emailing Conta...read more
Hi HS Community, Looking for feedback and guidance on the following: 1. I've created a sequence where I enrolled 1000 contacts. The sequence is over and the last email has gone out. 2. How can I build a list that shows me - Contacts read more
Hi @KLama ,
I'll preface my reply by saying that opens are not a very reliable metric anymore. Still, if you want to pursue this, you could cr...read more