Sales Email

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  • Solved
    Vzzy on July 02, 2021
    1 Replies
    Hi, Right now, all my emails on Outlook are being tracked and logged with the Sales module. I only want to track and log certain emails? Thanks
    Most Valuable Member
    July 02, 2021 04:29
    Hi @Vzzy , For each email in Outlook you can uncheck the "Track email" optionon the upper right of the message window: You mig...
  • matteomont on June 02, 2021
    4 Replies
    Hi there, I'd like to add a token to the email template to display date and time of meeting scheduled by sales agent. I only found the token "Contact: Date of last meeting booked in meetings tool" , but it works only for the meeting sched...
    July 23, 2021 15:39
    This is amazing @ndwilliams3 ! I was thinking about how one might convert the meeting time to the contact's local time using the 'IP timezone' ...
  • JMboule on April 27, 2021
    1 Replies
    Good day, My user ID is 19576491. Often, I would email a client and it would notify me that the email bounced yet on the tracking, it notifies me the client opened and read the email. Why does this happen? Jean
    Top Contributor | Diamond Partner
    April 27, 2021 04:16
    Hi @JMboule , E mail open tracking on every platform is controlled by the recipients email client not sender's. Refer this artickle to check How ...
  • NSilfsten on February 17, 2021
    2 Replies
    Hi, I am wondering what happened to the automatic signature when sending sales templates from Outlook 365 add-in? It used to appear automatically, but now since beginning of Feb it doesn't show? Thanks for anyt tips you could provide!
    February 19, 2021 00:52
    Hi Pam, thanks for asking. I contacted HubSpot Technical Team as you suggested, but unfortunately this is more complicated issue, so they have promi...
  • Solved
    MLaborde on February 08, 2021
    2 Replies
    I need to make a change to an email template, but I want to make sure the change will be included for people currently in the sequence but that have not gotten to that step yet. How can I do this? If not, what is the alternative? Do I need t...
    February 09, 2021 05:18
    This is perfect!! Thanks a lot!!
  • Solved
    DDavison on January 20, 2021
    1 Replies
    Hi - we are trying to find a way to automatically create a deal on our pipeline once some said they were interested in the sequence. Is there any way this can be done?
    Most Valuable Member
    January 20, 2021 22:18
    Hi @DDavison , New deals can be created in workflows but unfortunately workflows don't pick up information about how someone is interacting wi...
  • Solved
    DDavison on January 20, 2021
    2 Replies
    Hi- In my team we are looking for a solution to get the reports from all the contacts that go enrolled in a sequence > created a deal. Then of how many of those contacts that were enrolled in the sequence we actually won. Please let me know if th...
    January 25, 2021 09:45
    Thanks for this! I am not sure this will solve my problem but I will try it and see what I can get! Thanks 🙂
  • Solved
    fekaiki on December 04, 2020
    3 Replies
    I just built a sequence in Hubspot, but I dont want it to be sent from my email I want it to be sent from my colleague's email. I can't see where I can do this? I am set as the owner
    Top Contributor
    September 16, 2021 17:27
    Agree - yet another basic feature of the sequences tool that is missing. There is absolutely no technical reason why HubSpot couldn't send a sequence...
  • Solved
    fit2you on November 06, 2020
    4 Replies
    Hello, i am working on a marketing department request, we are using the following scenario: 1) The client buy something; 2) Our main BE engine sends an email through Amazon SES; 3) The email sent through Amazon SES is created as engagement in our ...
    Key Advisor
    November 10, 2020 10:10
    Sending an email via the API is possible, the attachment is a sticky part. Could you use the API to send and include a dynamic link to your attachme...
  • ShezHamill on October 16, 2020
    1 Replies
    Hi all, We are looking to write emails that have tables embedded in them, either that we can manually populate or ideally pick up a value from a field in Hubspot. I thought I may be able to do this using templates or snippets but there does not se...
    Community Manager
    October 18, 2020 19:57
    Hi @ShezHamill , Thank you for sharing your question in the HubSpot Community. I wanted to share this Community thread - Help including a t...
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