I would like to automate our sales emails. We have various customer segments, each requiring different references to be displayed in their emails. These references are already set up as snippets. I'm looking to create a sequence that sends out the Leia mais
Hey @TStemmermann
yes, so for the momento the if/then branch is only available in workflows
not in sequences.
This is a bit of a struggle if...Leia mais
Hi Community, I'm looking for a way to allow sales representative to update the status of a lead from outside the HS portal, preferrably from email. The flow would look something like this: - lead is assigned to sales rep - sales rep gets an emai Leia mais
Hi @GGarola , the e-mail notification could be sent to the Sales Rep via an internal marketing email from HubSpot to also include all details abou...Leia mais
In my HubSpot sequence, the first email is sent manually, and the fourth email is set to automatically reply to this first email, as indicated in the threading settings. Despite being configured to maintain the same email thread and subject line, t Leia mais
Hey @EBaillie , thank you for posting in our Community!
Please double-check that the threading settings within your HubSpot sequence are con...Leia mais
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 Leia mais
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. ...Leia mais
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 Leia mais
Hi @PZimathies , Great question, thanks for asking the Community! 1. Could you please share the trigger that you added in this deal based workfl...Leia mais
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 Leia mais
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 Leia mais
@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...Leia mais
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, Leia mais
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 ...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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...Leia mais