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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 Lire la suite
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. ...Lire la suite
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 Lire la suite
Hi @PZimathies , Great question, thanks for asking the Community! 1. Could you please share the trigger that you added in this deal based workfl...Lire la suite
Optimizing emails is essential for improving engagement, increasing open rates, and driving conversions. Here are some tips to help you optimize your emails effectively: Understand Your Audience: Segment your email list based on demographics, b Lire la suite
I'm not sure if this is the right board to post this to. If it isn't, please let me know where I should post. This is the situation. 1. Client sends a direct email to sales@OURCOMPANYNAME.com 2. We get the email and respond through hubsp Lire la suite
@ZMandel I can't say for certain whether it was communicated or not, I receive so many notifications/updates from HubSpot I don't remember how this...Lire la suite
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, Lire la suite
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 ...Lire la suite
Hello, i'm having issues with hubspot email tracking. I use multiple devices, on my windows PC with Standard outlook, i have the Hubspot 365 plug in and it works fine as it should. When i use the web based apps, the plugin never stays open Lire la suite
Hey @HRuffle thank you for posting in our Community!
Are you able to disable any other browser extensions or add-ons you have installed tha...Lire la suite
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 Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 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...Lire la suite
I am trying to enroll contacts in a sequence and it's not letting me. I've tried different contacts and it doesn't change anything. I have not touched anything in my settings since sequences used to work for me. How can I fix this?
Is there a way to create an if/then field in a sequence that gives a text output? So if a certain field on the company = X then output "Text A", but if the field = Y then output "Text B" in the body of the email. Thanks in advance.
Hey @PGrassey
there is not if/then in sequences as you already know
BUT
you can have 2 different sequences
and a Workflow with an if/then ...Lire la suite
Hi, When searching for a client in Hubspot Deals, once I click on a deal I can see "Overview" and "Activity" You should then be able to see the email thread but this is not always visible. Is it possible to make sure all previous emails are show Lire la suite
Au panthéon de la communauté | Partenaire solutions
Avril 16, 2024 08:17
@MMunro if you see the conversation on the contact record, you can manually add it to the deal record by following these steps: https://knowledge....Lire la suite
It is possible to add a template within a template? Problem We have multiple email templates, which require some standard text in each of them. it is time-consuming to update every template, if we update the wording of this text. Sol Lire la suite
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