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 read more
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...read more
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?
Hi @ARoulston , It seems like you're using the Gmail extension tool. I suggest trying to enroll the contacts directly from within HubSpot to deter...read more
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.
Hi @PGrassey ,
Not directly in a sequence but with the help of a workflow or a calculation property. Typically this is done with workflows: h...read more
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 read more
@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....read more
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 read more
Hi Hubspot, I connected our GMAIL account to hubspot, got everything connected an then went to send an email. Turns out our dashboard says it was sent but I never received the email in our inbox. I reached out to sales support and the gentleman read more
Hey! It actually eventually did come through. Took some hours but I’m going to do maybe another test and we can see if it takes just as long or if it ...read more
Hi all, Dear Hubspot, We are struggeling with our email configuration. Using two different email addresses doesn't works well together. We have a sales team using our hello@ email, and the general mails are sent with info@. We already encoun read more
Hey @GVandamme are you referring to the HubSpot conversations inbox or the external inboxes for these emails? If it's the latter then Hubspot do...read more
I have a sequence of two automated emails, and they have been completed. But now I want to send emails to those contacts, who have opened up my emails but haven't replied to any of them. Is there any way to find these contacts and send them a new m read more
Hi @RMittal7 , Thank you for asking the Community! I found this similar post for you " Sequence email to those who not reply " with the solution...read more
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
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
I'm having problems getting my email signature to look sharp when I use it. I created my signature in canva (I don't find the templates hubspot signature tool are right for me). When creating creating/editing your signature on HubSpot, there's read more
Hi Jennifer -thanks for getting in touch. I've uploaded screen shots of the two email signatures - one at the 'correct' size, that doesn't display wi...read more
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
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
Sometimes we find some emails we arrived and skipped to sync with Hubspot. Tried to find reasons and patterns for that: - Email conversations are new with valid content, SSL, secure, not spammy - Some email conversations started before Hubspot was read more