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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
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
Participant
February 04, 2024 23:06
Welcome SDay29 🙂 If my answer helped your, kindly mark it as a solution to help the community!
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
RobertaC on January 29, 2024
Hello, I am sending invoice emails directly from NetSuite (From address is system@sent-via.netsuite.com ) and I would like these emails to be automatically logged against the recipients' Contact records in our HubSpot account. I'm bcc'ing 99 read more
0 upvote
4 Replies
Participant
February 04, 2024 22:05
Hi @Jonas_De_Mets , I hadn't previously, but I have now logged a Support Ticket with HubSpot. We'll see what they say. Many thanks, Robert...read more
Solved
Glodeka on January 15, 2024
Last Thursday, notifications suddenly started sending to all of the team and keep coming. We've narrowed it down to a internal contact/company record patroncrm@patronpoints.com. Images attached for reference. We can't find the root of the cau read more
0 upvote
4 Replies
Accepted Solution
Participant
January 15, 2024 23:07
I may have figured it out. It appears on Thursday the internal users email was set up for the channel inbox and access shared with everyone. I just...read more
Solved
HSaunders on January 15, 2024
Hi Community I am trying to enroll contacts into a sequence from my deals dashboard but I'm having issues. On my deals screen I have my pipeline split out into silos - Leads, Discovery, Scope, Demo, Won, Closed, Lost. I am trying to c read more
0 upvote
2 Replies
Accepted Solution
Member
January 16, 2024 11:06
Hi Karsten That's great, thank you so much for your help. I've been able to create the list and send the sequence 😀
Solved
MRichter1 on January 05, 2024
Hallo zusammen, 1. gibt es eine Möglichkeit einen User davor zu bewahren eine Vorlage zu versenden, wenn ein personlisierter Token leer ist. 2. gib es die Möglichkeit einen Text einfzufügen, der es grundsätzlich verhindert, dass eine Vorlag read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 05, 2024 04:48
Hallo @MRichter1 , beim Versand von Sequenzen, die eine Vorlage verwenden, weist HubSpot darauf hin. Wenn du aber eine Vorlage direkt für den ...read more
Solved
KChapman2 on December 11, 2023
Is there a way to attach an existing email to a new email that isn't forwarding the chain? In outlook we would drag and drop the email as an attachment and then the customer could open the email separately. If we can't do this, is there a read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 12, 2023 00:22
Hi @KChapman2 , As far as I know, this is not possible directly in HubSpot. However, if you're using Outlook, you could do this directly in Ou...read more
CValenghi on December 07, 2023
We protocoll every income email directly in our deal. Afterward we assign an emplyee who takes contact to the clients demand. Somehow it is not possible to answer directly the first protocolled email. Why? Or how can the setting be changed, so that read more
0 upvote
12 Replies
Hall of Famer | Partner
December 07, 2023 04:03
Hallo @CValenghi , niemand hat behauptet, dass der Fehler bei den Kolleg*innen liegt – wir weisen lediglich darauf hin, dass es unterschiedlic...read more
willvv on December 06, 2023
Seen this behavior several times in the past few times. We use the bcc address to record emails sent out to contacts. The emails (and replies from clients) are recorded to the contact record but not to the deal. The dealls are not closed an read more
0 upvote
3 Replies
Community Manager
December 11, 2023 16:17
Hi @willvv , Thank you for providing the details. To address this matter effectively, I would suggest reaching out to our support team di...read more
Solved
JReynolds96 on December 05, 2023
Hi, In the lead scoring, I want to include sequence engagement data. For instance, if a lead replied to an email in the sales sequence, give it a score of x. I am not sure where to find those variables: replies, clicks, etc that are related to sal read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 05, 2023 11:58
Hi @JReynolds96 , The properties that are available are the following ones: Recent sales email clicked date ( Sales Hub Professional ...read more
Solved
NT_ on December 05, 2023
Hey, I read a lot of different post in here about the topic "Reaching Your Email Limit" and im still not sure was to do. One of my sales persons have this issue and says that he isn´t even close to reach the sending limit. I also checked Marketin read more
0 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
December 05, 2023 14:16
Hi @NT_ , While you can track sent emails per user in HubSpot, I'd recommend checking with your IT or the administrators of your email infrast...read more
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