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 read more
Thanks @Lucila-Andimol That's definitely a way. It just also adds to the massive e-mail list which I have to create and support. For other users...read more
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 read more
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...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
Hi, I am trying to figure a way of combining content from two sequences with my SDR Team. The process will be that the first two/three emails ( first sequence ) in the sequence will come from an AE. Then, the next steps ( second sequence ) read more
Hi @DJoynes ,
I'm not aware of a way to schedule a single sequence with some emails coming from a SDR, later emails from an AE. As far as I kn...read more
Hello all, We are currently implementing HubSpot and am having difficulity with regards to email configuration and setup. Our company operates two different websites and therefore two different domains. We have two business units in our account read more
My understanding of Email Aliases is that you can not use them to send email from Hubspot. To test this, i have set up the additional email addresse...read more
Currently our onboarding partner + hubspot help do not quite understand or know how to implement what we need. We're currently on-boarding with hubspot and running into a few issues. Our company use a centralised inbox for ALL inbound and outbo read more
Hi @CH3041 , Thank you for the detailed message. Is your team completely against using the conversations inbox? That will give you much better v...read more
I'm at my wits end with this editor. Anyone else? -If you highlight the text and change the fonts, it doesn't change, if you highlight the whole thing and tell it to make everything one font and one size, it only changes a few portions. -I read more
@DSurman great that you found an existing idea, bummer that it's already existed so long and hasn't gained much traction.
I've upvoted and ad...read more
I'm wondering if there's a way we can cc a specific team on all emails being sent from a pipeline. EX: When a customer's invoice is due, we send them a reminder - cc'ing our accounting team.
Hey @TGuerrin
so not possible to cc or Bcc
but you can create and internal email or notification to be sent to the accounting team/users.
ho...read more
Hi all, While setting up our systems, we've noticed two roadblocks we have regarding Email logging. 1. With our business we often have repeating clients who will start a whole new email chain directly to us. While we're aware that conversations st read more
Hey there @NJThomps . I just ran a test in HubSpot and here's what I found:
It's expected behavior that an incoming email does not log to the e...read more
When there are 6-8 recipient in email thread Sales agent can not know which email addresses are bad. Where he can check which address is bad ? Error message: Would it be possible to include bad recipient address in to error read more
Hi @Tmon , This I agree. An error message will be quite helpful. Ubfortunately not available right now I will advise you to provide the idea on th...read more
Hi, Is it possible to have an html editor for sales email sequences? I'm trying a sequence where there is one personalization token for a video thumbnail and one for video link. I want in the sequence email to have the thumbail and the v read more
Hello! We have created additional email accounts for our BDR team and would like to connect them to their hubspot account so they can send email from these domains. How should our users add these second email addresses to their accounts?