Sales Email

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Aleah on June 23, 2022
When creating an email to add to workflow, I can't find a way to attach invidual files. I've tried creating a quote and associating the deal to the ticket, in hopes the "quote pdf downloadable link" personalization token would work but it hasn't. F read more
0 upvote
2 Replies
Key Advisor | Diamond Partner
June 24, 2022 12:39
Thanks for the tag @kvonloesecke . @Aleah as one of the threads noted from @karstenkoehler , PDFs in marketing emails is probably not ging to hap...read more
Solved
Gwenou92 on June 23, 2022
I need to select deals in a specific "stage" to send them all an email. How do I do this? I see that I can select all of them to create a task for them (our, mail, call) but I can't find the way to send them all a mail. Sorry if the answer is somew read more
0 upvote
2 Replies
Accepted Solution
Contributor | Partner
June 23, 2022 06:46
Hi @Gwenou92 , to send a one-time email, you can do this by first creating a list of contacts related to deals in a certain stage and then using th...read more
Vicky-Bowie on June 22, 2022
We are finding the sequence email tool helpful for quote follow up activity. However, when we have contacts who have more than one project/quote in the hopper at one time, it is not possible to use sequences for follow up and we have to go back to m read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
June 23, 2022 06:06
Hi @Vicky-Bowie - you're one of many folks who want this functionality added to HubSpot Sequences. There's an idea here you can upvote and commen...read more
MClifton on June 21, 2022
It would be great to be able to send a PDF as a email. Instead of having to open up the email and then open up the pdf attachment, you would just have the email open up as the PDF file. Clean, easier to read and one step action.
0 upvote
3 Replies
Hall of Famer | Partner
June 22, 2022 05:51
Hi @MClifton , The drag and drop email editor in HubSpot is quite flexible – these types of emails can be created in the email tool. The...read more
KfromVibrant on June 20, 2022
I want to be able to tag emails with key words through the sales hub outlook email extentions so when I go into my Contact in the CRM I am able to quickly see the keywords associated with that email like projects I am working on or products I presen read more
0 upvote
1 Reply
Community Manager
June 21, 2022 10:59
Hi @KfromVibrant , Thank you for reaching out; that is a great suggestion and I appreciate you explaining how it would help you out. Currentl...read more
alexva on June 19, 2022
How to create unsubscribe link for one-to-one sales emails when sending emails from Google Workspace Gmail UI?
0 upvote
3 Replies
Hall of Famer | Partner
June 20, 2022 12:56
Hi @alexva , I'm not aware of any workarounds. The type of link required here (subscription links) can't be added to templates, unfortunately....read more
CPiloo on June 17, 2022
Hi, I have created a workflow where an internal notification gets sent to our conversation inbox at the time a deal is closed. However, since these notifications are from a no-reply HS email address these fall into the spam. Is there a solution read more
0 upvote
3 Replies
Hall of Famer | Partner
June 17, 2022 04:08
Hi @CPiloo , The behavior of the spam filter for the noreply@hubspot.com address cannot be changed. Have you considered working with tasks ...read more
Janeen on June 15, 2022
I have spent hours going round and round, but no luck. I think I have it set up, I was even able to configure my signature. But then when I click an email address in my contacts, I get a pop up that asks me to set up my email. (I sc read more
0 upvote
1 Reply
HubSpot Employee
June 16, 2022 01:58
Hi there @Janeen ! The error you're seeing in Outlook may indicate that the inbox itself is an alias, and another email is used to log into Outlook....read more
TSchreibmuell on June 15, 2022
Hi, I was wondering whether someone had any experience with iMap E-Mail addresses in HubSpot. We have an iMap E-Mail domain, which I access through the Outlook web app. I had no issue connecting the e-mail address to HubSpot, but have not been able read more
0 upvote
1 Reply
Community Manager
June 16, 2022 11:49
Hi @TSchreibmuell , Thank you for reaching out! Since each e-mail is sent from you email inbox, there is specific information we need in...read more
KPlunkett1 on June 13, 2022
Hi all, one of our users is seeing the below error when sending a mail from hubspot. We use office365, any help appreciated! 550 5.7.23 ETP203 SPF Failure for domain (mfrom: <domain.com>) - C5F910213AF003A26f4a94162
0 upvote
1 Reply
Key Advisor | Diamond Partner
June 13, 2022 07:11
@KPlunkett1 from what I can tell, this is likely a "sender policy framework" configuration issue. Here's a resource from Microsoft with a possibl...read more
Solved
danpower9009 on June 09, 2022
Im the admin for our hubspot account. I recently had a sale person leave. She used the "Send later" feature often for emails. How can I cancel her future emails since she is no longer here? I tried to go into a contact and just delete her shced read more
0 upvote
2 Replies
Accepted Solution
Contributor
June 10, 2022 01:28
Hello @danpower9009 , Since you are the super admin of your hubspot account, you have total control over every other user on your account. Most ...read more
Solved
GSylvester on June 09, 2022
Is there a way to create a workflow notification if an email has not been replied to within x number of days? There is an assumption that the email address (contact) already exists in Hubspot. This is for one on one emails not marketing emails. Than read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 09, 2022 22:16
Hi @GSylvester , You could enroll contacts in your workflow when Recent sales email replied date is after Last contacted . This has to happ...read more
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