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EDeMunter on May 08, 2024
Hello, I am trying to find a way to have an automatic reply on an e-mail 3 days before a meeting date. Don't know if this is possible. Thank you
0 upvote
7 Replies
Contributor
May 08, 2024 06:51
sales hub starter
KHavens on April 23, 2024
Hi - When I upload a new document and then add it to an email template, I keep getting this "unknown deck". Does anyone know how to fix this?
1 upvote
4 Replies
Key Advisor | Diamond Partner
May 14, 2024 18:10
"Unknown deck" is the field where the "link display text" populates. You simply have to fill out this box when seelecting the document you want to in...read more
Solved
jjweyant on April 22, 2024
Hello, We have a new team member and every interaction they have with other internal members via their Microsoft 365 email is going to our shared inbox. They do not have the integration set up between Hubspot and Outlook. Do they need to read more
0 upvote
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
April 22, 2024 19:06
Hi @jjweyant it sounds like they've connected their individual email as a channel in the inbox rather than connecting it to their user account. ...read more
Solved
ZFI on April 17, 2024
Hi, is there any way that I can create a default design for email templates, so that every email I send is in line with our branding and seems more trustworthy? Especially for outbound mails, I deem this super important. As far as I understand, read more
0 upvote
2 Replies
Accepted Solution
Key Advisor
April 19, 2024 08:35
Sequenced emails should not have a design other than having the same signature as they are meant to be seen as a personally sent email as opposed to ...read more
JKeegan1 on April 10, 2024
This is likely been addressed in a previous thread, but my team has repeatedly encountered issues with the logging and tracking of sales emails -- Sequences sent through Hubspot will log an email / activity to the contact but opens are not tracked, read more
0 upvote
1 Reply
Member | Diamond Partner
April 10, 2024 15:37
Double-Check Your Tracking Settings : Sometimes, it's the simplest things—make sure that email tracking is turned on for your sequences and mail...read more
CRavnsborg on April 10, 2024
Hi there, We had a strange experience. One of our contacts sent us an email and we can see it in the contact record, but we did not receive it in the shared inboxe that it was sent to. What could be the reason for this? I check that we did n read more
0 upvote
5 Replies
Top Contributor
April 11, 2024 09:58
Understood. Definitely want you all to be able to see what you need to see. A couple follow-up questions: Is this a one-off instance or is it hap...read more
KellyR on April 02, 2024
Hello, I'm trying to set up a workflow for contacts who complete a sequence without responding or scheduling a meeting. If a contact finishes a sequence without unenrolling, I want to trigger a workflow to automatically assign a new property read more
0 upvote
1 Reply
Top Contributor
April 02, 2024 14:51
Hi @KellyR , I find this resource helpful when trying to identify the meaning of HubSpot properties. Here's an attempt to accomplish...read more
Solved
val_spot_on on March 12, 2024
I've created a sequence which consists of 3 manual email in one thread, when I've launched the sequence, HubSpot has created for me 2 tasks, one with checkbox and another named 'Sequence Activity'. When I click on the second task and click on 'Actio read more
0 upvote
6 Replies
Accepted Solution
Key Advisor
March 13, 2024 03:40
Hi @val_spot_on Just adding to @Jnix284 questions, you have a sequence that consists of tasks, correct? Could you maybe share the full b...read more
Solved
invisibleon on March 01, 2024
Hello, How to make auto-reply for clients if sales manager is at a vacation? Is there an auto status for vacation situations?
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 01, 2024 09:39
Hi @invisibleon , HubSpot does not have any default settings for this. This is generally best solved with auto-responders directly in the inbo...read more
Solved
CateDuarte on February 09, 2024
I have increasing number of customers asking me for contact Follow-Up flows. Sequences would be a perfect fit. Issue is that they use a shared inbox to follow-up on enquiries. Anybody has a workaround for this? Thank you!
0 upvote
5 Replies
Accepted Solution
Top Contributor | Elite Partner
February 09, 2024 07:16
Issues with Sequences is that they are not to be used with a shared inbox (personal inbox only). A user could be created with the shared inbox email ...read more
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
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