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KLallemont on April 16, 2024
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
0 upvote
1 Reply
Hall of Famer | Partner
April 16, 2024 16:12
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
TRaymondRoto on March 29, 2024
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
0 upvote
2 Replies
Participant
March 29, 2024 17:49
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
Solved
RMeng65 on February 27, 2024
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 13:23
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
Solved
EKehler on February 06, 2024
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.
0 upvote
5 Replies
Accepted Solution
Most Valuable Member | Elite Partner
February 07, 2024 10:12
This will prevent any emails from being logged, if the "track" option is still checked via the extension, those emails will still be tracked.
Solved
SDay29 on February 01, 2024
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!
1 upvote
7 Replies
Accepted Solution
Thought Leader | Platinum Partner
February 02, 2024 07:42
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
AMason81 on January 30, 2024
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
Key Advisor | Partner
January 30, 2024 06:39
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
Solved
TKonicki on January 23, 2024
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
0 upvote
1 Reply
Accepted Solution
Most Valuable Member | Elite Partner
January 23, 2024 12:54
Hi @TKonicki The easiest way to do this would be using snippets with personalization tokens. @karstenkoehler outlines the steps to create ...read more
Solved
HFles on January 15, 2024
Is it possible to insert pictures, logo in snippets?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 15, 2024 04:05
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
Solved
Nikie on January 05, 2024
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
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
January 05, 2024 09:15
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
lnorden on December 20, 2023
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
0 upvote
4 Replies
Participant
January 18, 2024 15:03
@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
Solved
KLama on December 14, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 14, 2023 11:35
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
kieranknock on November 24, 2023
Is it possible to use tokens from a custom object to fill out information in an email template?
0 upvote
1 Reply
Top Contributor
November 24, 2023 18:23
Hi @kieranknock , Yes. If you have an enterprise account you should be able to use tokens from your custom objects in automated marketing emails. H...read more
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