Hi everyone, I’m looking to understand what’s possible with a couple of things with regards to a zap between trigger “Deal Stage Updated to Closed Won in HubSpot” to action an email from Outlook.Is it possible to add an attachment from a deal in HubSpot into the email? I tried the public URL but there wasn’t an option to locate the file attached to a deal. When identifying who I want the email to come from, it won’t let me choose the deal owner? So I tried from a shared inbox and it also didn’t like that - is there anyway around this? Thanks!Lauren

Question

HubSpot Closed Won to Outlook Email - Specific "From Email" and Attachment possibilities.

Forum|Forum|1 year ago
March 26, 2024
1 reply
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lwebb
Beginner

Hi everyone,

I’m looking to understand what’s possible with a couple of things with regards to a zap between trigger “Deal Stage Updated to Closed Won in HubSpot” to action an email from Outlook.

Is it possible to add an attachment from a deal in HubSpot into the email? I tried the public URL but there wasn’t an option to locate the file attached to a deal.
When identifying who I want the email to come from, it won’t let me choose the deal owner? So I tried from a shared inbox and it also didn’t like that - is there anyway around this?

Thanks!

Lauren