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

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

  • 26 March 2024
  • 1 reply
  • 15 views
L
Userlevel 1

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.

  1. 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. 
  2. 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

 

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @lwebb 

To help give us more context, post screenshots with how your steps are outlined and configured.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

Reply


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