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annecaylin on September 17, 2024
Hi all, My team uses sequences for a lot of our automated sales outreach. We've been building custom reports to attribute deal revenue back to these sequences but it's been a fairly manual process. I'm really curious if anyone has experience wit read more
0 upvote
3 Replies
Community Manager
September 20, 2024 19:38
I couldn't find any videos, but here are some screenshots from one of my test Sequences! One contact had a deal created after being enrolled in this ...read more
DCristino on August 01, 2024
Hi! I've been using the same email signature for 2 years maybe and 2 weeks ago the photo has just disappeared, it has only a rectangle. i tried to make it again in hubspot but didn't result. Any clue? Also my colleagues happened the same. The im read more
1 upvote
9 Replies
Top Contributor
August 23, 2024 14:29
Hi Doriana, Do you have a banner at the top of your account indicating any tools were suspended? Files should be in the Library submenu you scr...read more
Solved
fratimo on July 10, 2024
We use a list of templates to communicate with our users. I'd like the standard reply-to address to be different from the agents' addresses. How can I set this up?
2 upvotes
3 Replies
Accepted solution
Key Advisor | Partner
July 10, 2024 07:23
Hey @fratimo From the dropdown menu, you can select the different email address and send the emails : For marketing emails kindly go...read more
MScaramastra on June 12, 2024
I recently saw a related post of others having this issue. I was at my wits end helping customers solve this. As a Gmail & Mac user, dealing with MS and PC is a middle circle of the inferno. There is a NEW way you have to pin the app in O read more
Contributor
June 12, 2024 11:04
PZimathies on April 18, 2024
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
0 upvote
1 Reply
Community Manager
April 19, 2024 03:39
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
Solved
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
Accepted solution
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
Hall of Famer
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
Thought Leader | Platinum 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
Hall of Famer
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
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