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 Beitrag ansehen
Hi @PZimathies , Great question, thanks for asking the Community! 1. Could you please share the trigger that you added in this deal based workfl...Beitrag ansehen
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 Beitrag ansehen
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 Beitrag ansehen
@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...Beitrag ansehen
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, Beitrag ansehen
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 ...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 ...Beitrag ansehen
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 Beitrag ansehen
@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....Beitrag ansehen
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 Beitrag ansehen
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 Beitrag ansehen
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 ...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen